How To Add Company Details In Accounts?
Accounts consist of the company details of the client. Company details include organization name, address, phone, email, and website.
To access the accounts, go to operations and click on Accounts.
The Accounts page has the list of the details of the company.
Create Account
To create a new account, click on the create New Account option on the right side.
Once you click on the create new account option, the New Account window pops up on the page. Enter the Company’s details and click on the save button to add the data to the list.
Organization Name
Organization name shows the name of the company.
Phone
Phone number column has the number of the company.
Email
The Email ID column has the business email address.
Website
Website column shows the official website of the company.
Address
Address column consists of the official address of the company, including city, state, country, and zip code.
Active
Active column shows whether the Company data is active or inactive.
Action
Action consists of settings that include edit and delete options.
Edit
Edit option leads you to the Edit Account page, where you edit or update the account details.
Delete
Click on the delete option to remove the company details from the list permanently.
Once you click on the delete option, a warning message pops up in the middle of the page asking for confirmation to delete the data. Hit the “Yes'' button to delete the data, or “No” to cancel it.
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