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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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The Contact Accounts screen contains a list of accounts associated with a contact.


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titleOpening the Contact Accounts screen -Click here to expand...
  • From the Contact menu, select Accounts.
  • From the sidebar, select Contact then Accounts.


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Adding an Account

  1. Press the New button. The Account dialog will be displayed.

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  2. Enter the account details.
  3. Click the OK button.