Account management

Managing Accounts in Your Naologic Workspace

Account management is essential for organizing and maintaining all individual and company accounts within your Naologic workspace. This article provides a detailed guide on how to create, edit, and manage accounts effectively.

Accessing the Accounts Table

To access the Accounts Table, follow these steps:

  1. Locate the Account Management option at the top of your navigation.
  2. Hover over it to display the Accounts Table, where you can view and manage your accounts.

Creating a New Account

To create a new account, follow these steps:

  1. In the Accounts Table, locate the button at the top to create a new account.
  2. Click on the button to open the account creation form.
  3. Fill out the form, which includes the following sections:
    • Account Basics: Input the company name, account type, company contact, salesperson, and account group.
    • Contact Options: Input the email, phone number, mobile number, fax (if relevant), and website.
    • Business Address: Associate a business address with the contact.
  4. When you're satisfied with the information you've entered, click the Save button to create the account.

Editing an Existing Account

To edit an existing account, follow these steps:

  1. In the Accounts Table, locate the account you want to edit.
  2. Hover over the account to display the Edit button, and click on it to open the account editing form.
  3. Update the necessary information in the form, such as account basics, contact options, and business address.
  4. Once you've made the desired changes, click the Update button to save them.

Viewing Account Information in the Accounts Table

The Accounts Table provides an overview of essential account information, including:

  • Company name
  • Company contact
  • Account type
  • Email address
  • Phone number
  • Website

By following the steps outlined in this article, you can effectively manage individual and company accounts in your Naologic workspace. Account management is crucial for maintaining a well-organized workspace and ensuring that all account details are accurate and up-to-date.

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