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Contact Accounts

Contact Accounts

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The Contact Accounts screen contains a list of accounts associated with a contact.


 Opening 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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