D-Tools

Adding accounts to Cloud

How to add one or more subaccounts to an account on Cloud

Adding a subaccount to an account

How to add the work site addresses to an account

Adding site addresses to an account

How to set a contact as the primary contact for the account

Setting the primary contact for an account

How to manage the business and payments of an account

Managing accounts

How to mark an account as tax-exempt on Cloud

Marking an account as tax-exempt

How to mark accounts you are currently not doing business with as Inactive

Marking an account as Inactive

How to filter the list of accounts and subaccounts to see only a specific set of them

Filtering the list of accounts

How to export the details of accounts from Cloud

Exporting accounts from Cloud

Deleting an account from Cloud

Ashok P

Everything you need to know to manage Accounts on Cloud

Manage Accounts

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