Accounts View | SalesJunction|Web based CRM for Small Business

Accounts View

The Account Views  are used to display account listings. They are essentially a saved database query. You can modify them and create new ones – even give them names that appear in the Account Views menu.

 

 

You can create new Account Views by using the Add/Delete View command. Creating new views allows you to create pre-filtered views (database query) of your accounts for specific purposes. See the help topic: Working With Views for more information about creating and customizing views.

 

The example below shows a sample view of All Accounts:

 

 

 

To see the information relating only to a specific account, simply click on the Account Name – which displays the Account Detail View.