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View and edit accounts
View and edit accounts
In CRM, an account is a company with whom you currently do business, or have done in the past, such as a customer, supplier or vendor.
Accounts are usually listed in Analytics as dimensions such as Customers, Suppliers or Vendors.
View a list of all accounts
Click the Phocas menu button > Accounts.
The Accounts screen displays a list of all your accounts. It is a good starting point for reviewing what is going on with an account or updating information relating to an account.