Accounts
Accounts Grid
The Accounts grid enables users to record utility accounts that are linked to the address.

Using Grids >>
Grid Tools>>
Editable Grids>>
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How to add a Utility Account
- Select the Address you want to add a utility account to.
- Click the
button to expand the record. - Select the Accounts grid and click the
button. - Enter the contact's Account Number and Account Type (required).
- Click the
button to save the record.