How To Access Client Accounts
Access your existing client accounts easily by selecting 'Manage Accounts' from the side menu, or be directed to the Accounts screen automatically after creating a new account.
Viewing Options
- Accounts are listed in alphabetical order by default.
- Sort from A-Z or Z-A by clicking the arrow next to ‘Account Name’ in the header.
- Sort by Last Accessed in Ascending and Descending order.
- Change how many records you can view at a time.
From the Actions Menu (located in the far right within header), you may do the following:
- Enter Historical Mod Values (calendar icon)
- Edit Account Name (pencil icon)
- Delete Account (red trash can icon)
- View/Edit Account Location (location marker icon)
- Duplicate the account (document icon)