Contents Page
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Viewing the Account Links |
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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. |
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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. |
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Creating an Account Link |
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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
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