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You can create, modify, link, and delete accounts through the Accounts window.

Creating an Account

To create an account:

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

  3. Specify values in the fields.

    For information about the fields, see Account Field Descriptions.

     

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

  • You can create another account by using the New button.
  • You can switch to viewing the table that displays all the accounts by clicking the Close icon Close icon.

Modifying an Account

To modify an account:

  1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
    The Accounts window displaying a table of accounts appears.
  2. Double-click the row displaying the account that you want to modify.
    The details of the account appear.

  3. Modify the values in the fields.

  4. Click Save.
    Your changes are saved.

Creating a Contact, Note, or Ticket for an Account

To create a contact, note, or ticket for an account:

  1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
    The Accounts window displaying a table of accounts appears.
  2. Double-click the row displaying the account for which you want to create a contact, note, or ticket.
    The details of the account appear.

  3. On the New menu, as required, click Contact, Note, or Ticket.

  4. Specify values in the fields.

    For information about the Contact and Ticket fields, see Contact Field Descriptions vU15 and Ticket Field Descriptions, respectively.

  5. Click Save.

Linking an Account to a Contact or Ticket

To link an account to a contact or ticket:

  1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
    The Accounts window displaying a table of accounts appears.
  2. Double-click the row displaying the account that you want to link to a contact or ticket.
    The details of the account appear.

  3. On the Link menu, as required, click Contact or Ticket.
    The Link Contact or Link Ticket window appears.

  4. Double-click the row displaying the contact or ticket to which you want to link the account.
    The selected contact or ticket appears on the Contacts or Tickets tab, indicating that the account is linked to the contact or ticket.

You can unlink the account from the contact or ticket by using the Unlink icon , which appears in the Unlink column on the Contacts or Tickets tab.

Deleting an Account

You can delete an account only if is not linked to a contact or ticket.

To delete an Account:

  1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
    The Accounts window displaying a table of accounts appears.
  2. Double-click the row displaying the account that you want to delete.
    The details of the account appear.

  3. On the More menu, click Delete.
    The Delete Account window appears.

  4. Click Yes.
    The account is deleted.
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