Difference between revisions of "Accounts"
From Ecoachmanager
(Created page with "You can create an account for individual customers by clicking on''' Finance''' on the '''Taskbar''' then '''Accounts'''. Click on '''New Account''' and fill in the details as re...") |
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You can create an account for individual customers by clicking on''' Finance''' on the '''Taskbar''' then '''Accounts'''. Click on '''New Account''' and fill in the details as required, when completed click '''Save'''. | You can create an account for individual customers by clicking on''' Finance''' on the '''Taskbar''' then '''Accounts'''. Click on '''New Account''' and fill in the details as required, when completed click '''Save'''. | ||
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| + | To edit an existing account click on '''Finance''' on the '''Taskbar''' then '''Accounts'''. A list of your customer accounts will appear, click on the name of the customer you wish to edit and complete the information as required. | ||
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| + | If your customer has a number of users who wish to use the system, you can create a profile for each user by completing the information required and then clicking '''Create Profile'''. | ||
Revision as of 10:22, 25 January 2012
You can create an account for individual customers by clicking on Finance on the Taskbar then Accounts. Click on New Account and fill in the details as required, when completed click Save.
To edit an existing account click on Finance on the Taskbar then Accounts. A list of your customer accounts will appear, click on the name of the customer you wish to edit and complete the information as required.
If your customer has a number of users who wish to use the system, you can create a profile for each user by completing the information required and then clicking Create Profile.
