How to Create an Account


1. The Account name field will be loaded in the form when you create or update an entry in the sidebar. 


2. When assigning an Account to an entry, there will be a button to create a new Account.


3. Click on the plus button.




4. Fill out the New Account form and click on the Check button to Save. 


5. A confirmation message will appear.



How to Edit an Account


1. Click the Account name from an entry's Info and it will load the Account detail view in the sidebar.



2. On the Account Info section, click the pencil icon.


3. Fill out the information on the Edit Account form.

4. After making changes, click the Check icon to Save. 





5. A confirmation message will appear.



Another way to create a new Account is from the Module list. To know more, please click this link.