The Accounts tab allows users to enter account details for a contact. These can be used in mail merge documents to create direct debit forms.
Adding a Bank Account
- Enter the account details.
- Click the right-arrow button (
) to move the account into the Accounts list on the right-hand side of the dialog.
| Note |
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To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button ( |
