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You can use the Accounts subsection of the Account section to manage your accounts, including their types, classifications, and filters.

Creating an Account

To create an account:

  1. On the Configure tab, click Account > Accounts.
    Alternatively, you can click Ticketing > Tickets, and then click the Accounts tab in the window.
    The Accounts List window appears.
  2. Click New.
    The New Account window appears.

  3. Specify values in the fields as required.

    For information about the fields, see Account Field Descriptions.


  4. Click Save.
    A message stating that the account is created appears. The details of the account appear in the Accounts List window.

  • You can create another account by using the New button.
  • You can create a contact, ticket, or note for an account by using the Contact, Ticket, or Note option of the New menu.
  • You can associate an account with an existing contact or ticket by using the Contact or Ticket option of the Link menu.
  • You can delete an account by using the Delete option of the More menu.
  • You can switch to viewing the table containing accounts by clicking the Close icon Close icon.
  • If you cannot easily find an account in the table, click the Advanced Search icon , and then, in the search window, specify values in the fields as required, and then click Search. You can select multiple values in some of the search fields.
  • To modify an account in the table, double-click the row displaying the account, modify the values as required, and then click Save.

Viewing the Account List

To view a list of all accounts, on the Configure tab, click Account > Accounts. Alternatively, you can click Ticketing > Tickets, and then, in the window that appears, on the Accounts menu, click View Accounts List.

Account Filter

  • If customized account views (account filters) are created for you, you can use them to segment, track, prioritize, or manage accounts. Account filters are available in the search box.
  • If the search box displays the name Select a predefined view, all accounts appear in the table.
  • If, after having selected an account filter in the search box, you want to view all accounts, click the Clear Account View icon Clear Ticket View icon.

Customizing the Account Table

  • To sort the account values in a column in ascending or descending order, click the column heading once or twice as required. Alternatively, you can click the arrow next to the column heading, and then select Sort Ascending or Sort Descending.
  • To display only certain columns, click the arrow next to any column heading, click Columns, and then clear the checkboxes next to the columns that you do not want to be displayed in the table.
  • To filter the accounts based on a column, click the arrow next to the column heading, click Filters, and then specify the text based on which you want to filter the accounts.
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