The Accounts tab on the Recent Activity section of the Home Page allows you to see the newly created Accounts, Accounts which has recent changes and allows you to search for accounts.
Under the Accounts tab:
When the Show Recent Activity button is selected, the grid below displays the accounts which has been recently edited and updated. Select the Search For radio button to search for existing accounts. Type in the box the name of the account you are looking for. Select the Active Only checkbox to display only the active accounts of that name or clear the checkbox to display all that has the same account name and click the go icon. The results with the inputted name will appear on the grid below.
On the rightmost column of the grid are icons which allow you to manage a specific account.
Edit Icon redirects you to the Edit Account page and allows you to do the necessary changes for that account. Click the Save and Return button to save the changes you have made and return to the Home page.
Add Contact Icon redirects you to the Add Contact Page and allows you to add contacts to that account. Fill in the required fields and click the Save and Return button to save the new contact to the account and return to the Home Page.
Add Invoice Icon redirects you to the Add Invoice Page and allows you to add a new invoice to the account. Fill in the required fields and click the Save and Return button to save the invoice and return to the Home page.
Add Payment Icon redirects you to the Add Payment Page and allows you to add a payment for an account. Click the Save button when all information has been entered, and then apply the payment to open charges. Click the Save and Return button to save the payment and return to the Home page.
There are links at the bottom of the grid which allows you to add a new account or search for more accounts in the system. Clicking the Add New Account link redirects you to the Add New Account page where you can fill in the required fields and click the Save and Return button to save the new account. Clicking the Search for more Account link redirects you to the Accounts Search page where you can add search filters to locate the account you are looking for.