Accounts Menu

The accounts menu contains links to the following:

• Accounts - Opens a search page that allows you to perform a search for contacts based on multiple criteria.

• Membership - Opens a search page that allows you to perform a search for all contacts who are assigned a membership.
   

To find an account

• Select Accounts from the accounts menu on the toolbar and use the search functionality to locate the account.
   

To create a new account do one of the following:

• Click Add new contact... from a contact search page.
  
  NOTE: This creates a new contact for a new account. If you would like to create a new contact for an existing account, use the account search to locate the account and add the contact to the account.
   

• Click Add new account...  from the account search page.