Accounts page

  1. Click on Account.
    The Account Search screen will display. You can search for an account using the search options and filter at the top.

  2. To create an new account, click Create New Account.
    The Create New Account pop up screen will appear.

  3. In the Account Name field, enter the account name.

  4. In the Account Type field, select the account type from the drop down menu.

  5. Click Create Account.

  6. The fields seen would have been seen in the Account Types > Account > Fields page.
    You can click here if you would like to a refresher on how to edit any of the fields shown.

  7. Fill in all the details and Save Changes.