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Account List Page

The Account List page shows the subset or list of accounts you selected in the Accounts Homepage. From the Account List Page, you can review multiple accounts at a glance. You can edit fields inline on the Account List page. You can also select an account to review, update, or delete. For more information on updating records, see Updating Record Details.

Using the drop-down menu, you can also switch to another account list. The drop-down list contains both standard lists distributed with the application and custom lists for your company.

The following table describes what you can do from the Account List Page.

To do this

Follow these steps

Add accounts to books or remove accounts from books

On the Account List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

 

Create a new list of accounts

On the Account List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create an account

On the Account List title bar, click New Account. On the Account Edit page, enter the required information and save the record.

Delete all records from the list

On the Account List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Account List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find an account

Click the Account Name column header. Then click a letter in the alphabet bar. For accounts beginning with numbers, click 0-9.

Manage all the account lists

On the Account List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Account List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Account List title bar, click Menu, and select Show List Filter. See View List Page for an explanation of the information.

Update a group of account records at once

On the Account List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

View a different subset of accounts

On the Account List title bar, click the drop-down list and change the selection. The drop-down list contains all filtered lists available to you, arranged alphabetically.

View account details

Click the account in the Account Name column. This opens the Account Detail page.

View all accounts at your company

On the Accounts List title bar, click the drop-down list and select All Accounts.

 

Related Topics

Account Fields

About Accounts

Limiting Account Records Displayed


Published May 2008