View, edit, or delete accounts
You can perform various account-related actions from the account list view. To access it, click the Accounts tab.
The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name of the desired account to go to the account details page.
To edit an account, click the edit icon beside the account name. Make necessary changes and click Save. Alternatively, click the account name and then click Edit.
- To bulk edit, click the Accounts tab and then select one or more accounts. Choose Edit from the Actions drop-down menu.
- Accounts are moved to inactive state when delete operation fails due to dependencies.
View, edit, deactivate, or delete sub-accounts
You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name. The Sub-Accounts section in the account details page lists all ...
View, edit, or delete sales
You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab. The sale list view displays all sales associated with the customer's account. To ...
View, edit, or delete contacts
You can perform various contact-related actions from the contact list view. To access it, click the Contacts tab on the header pane. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an ...
View, edit, or delete products
You can perform various product-related actions from the product list view. To access it, click the Products tab on the header pane. The product list view displays all products. To view the details of a particular product, click the desired ...
View, Edit, or Delete Requests
View Requests You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options. Edit Requests To edit a request, Open the request details page and click ...