Adding Accounts from Settings
You can create Accounts from the Account section under Settings, or when you enter a Job. Either way, once you create an Account it will be available to you for any Job you enter or have entered.
- From the left side navigation menu, click Settings > Account > Accounts. This will list all the Accounts you have entered.
- Click on the Create icon, which will open the Create New Account box. Enter the name of the Account and click Save.
- Once you Save, you will see the Account Info page. Use the Edit icons to enter the Account Information. Use the Create icon to enter Contacts.