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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 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 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.
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