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, click the plus sign to create a new Account.

3. Fill out the form, once done, 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. On the Account Info section, click Edit Entry button to make changes.

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

4. After making changes, click the Save Changes button.

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.