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. User can search for an existing Account or create a new one by clicking the plus sign. 


3. Click on the plus button.



4. Fill out the New Account form. Click the 3 dots on the upper right side then click on Save Changes button. 


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. Click Edit Entry button under Account information section. 



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

4. Click on Save Changes button to save the updated entry. 



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.