====== Accounts ======

All the information about the concept of Accounts can be found in [[../../../a_concepts:b_contactmngmt#stranke|Contacts Management]] chapter. In this section the instructions on how to use the Accounts module can be found.

=====  New Account  =====

Click //New Account// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Account. A new window opens (see picture below).

{{us:slobase:manual:c_modules:new_account.png?450}}

Enter the account information. Only information, relevant to you or your business, should be entered. Irrelevant fields can be left empty or just give us a call and we will remove them. If several users are given write access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data is unified.    

Most of the fields are simple and do not need detailed explanation. Let us mention a few of them:  

  *Account Name:
Account name is mandatory information. This field must not be left blank in order to save the entry. A short account name should be entered into this field. The full name of the account should be entered in the //Full name// field.

  *Assigned To: 
Select user from a list in order to assign him/her an Account. User who enters the data is assigned by the system automatically. 

  *Address Information:
Some companies use two addresses, a billing address and a shipping address. 


Click //Save// to transfer the entries into the system.



===== Importing and exporting accounts  =====

A list of accounts can be imported and exported at anytime. To read more about importing and exporting accounts, please go to chapter [[../../../b_usage:j_importexport#Import and export data]]. The chapter contains detailed instructions.

~~ODT~~