Accounts & Contacts
- ★ Custom Saved Views for Calendars and Lists
- Adding a Tax ID to Accounts
- Adding Event and Account Notes
- Creating a Contact
- Creating a Custom Account List View
- Creating a Custom Contact List View
- Creating a Default View
- Creating an Account
- Editing Account Information
- Editing Contact Information
- Editing Event and Account Notes
- Flagging an Account as Requiring a Purchase Order Number
- Inactivating and Reactivating Accounts and Contacts
- Merging Duplicate Accounts
- Merging Duplicate Contacts
- Removing Event and Account Notes
- Tax Exempt Accounts and Events
- Uploading a Document
- Why are all my accounts listed as being created on the same day?