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General Tab The General tab will allow you to set up company or business information such as name, address or phone number. You can configure or update t...

This is where you can configure the settings for Account Types and Account Fields. An Account Type is useful when you want to group your accounts and cr...

Creating an Account Type To create a new Account Type, click the Create New Type button found in System Config > Account Types. Give your Account T...

Click on System Config > Account Types from the left menu. Choose the Account Type you would like your Account Field to appear in. Go to the F...

Click on System Config > Account Types from the left menu. Scroll down the page to search for and click on the Name of the Account Group Field you w...

Summary Membership allows you to associate accounts to a Group within an Account Group Field. If the Account Membership is Manual, on the Membership tab, y...

A visibility rule is a collection of accounts that are based on specified rules. It is used to determine the visibility for things such as Deals, Products,...

Create a new Visibility Rule  Click on System Config > Visibility Rules. Click on Create New Visibility Rule. Enter in a Description that will ...

Product Config is used to configure fields for products. The main features of the page are: Adding a Product Field A product field is use to record the i...

Click on System Config > Product Config from the left menu. Click on Create New Field. This will load popup screen. In the Field Types drop d...