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The Finance Shop Knowledgebase MenuThe Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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The Contact Accounts screen contains a list of accounts associated with a contact.


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


Adding an Account

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



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

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