Manage accounts

Overview

The data table contains a list of all the accounts that are defined in the CRM. Schedulers can view, edit and create accounts (as required by their organization) via the Skedulo web app–rather than having to find and enter them directly in their CRM.

View accounts

The data table list for accounts can be accessed via the navigation menus (at the top of the console). Click on Manage and select Accounts from the menu options.

The table lists all of the accounts defined in the CRM. Column titles marked with a small accent can be sorted by clicking on the accent symbol. View and edit options are available by clicking on the account name. A delete button is exposed when the checkbox is checked at the beginning of each table entry.

Accessing accounts in the data tables.

Viewing examples of accounts in the data table.

Viewing an account, in the data table.

Create a new account

Create a new account directly from within the data table by clicking on the Create new button at the top-right corner. Complete the required field named Account name (highlighted red), followed by any other appropriate information.

How to create a new account using the data table.

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