Accounts
Accounts Grid
The Accounts grid enables users to record utility accounts that are linked to the address.
Using Grids >> Grid Tools>> Editable Grids>> Using Forms >>
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.