Account Links     

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Viewing the Account Links
You can view the account links on an account by selecting the Acc Links folder in the left hand frame of the Account Manager Screen.

The details of any account links applied to the account will display in the bottom frame as shown below.  The account links can be sorted by clicking on the column headers.

By double clicking the Account Link in the browse or selecting the account link and clicking select will load this account into the current account manager screen.
 
Creating an Account Link
An account link can be created from the Contact Tab on the account manager screen.  Please view the Creating and Updating an Account Contact for information on this.
 
Updating / Deleting an Account Link
You may update an account from the Contact Tab on the account manager screen.  Please view the Creating and Updating an Account Contact for information on this.

Simply delete the account link by clicking on the "REMOVE" button.

Contents Page       


Ascent User Training Guide