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Step 5 - Contact - Accounts
Step 5 - Contact - Accounts
- Matthew Garrett
Owned by Matthew Garrett
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.
To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button (
).
, multiple selections available,
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