Manage Accounts
Managing accounts involves several key actions, including editing and deleting account information. Editing an account allows businesses to update contact details,change status, ensuring that the account data remains accurate and current. This process is crucial for maintaining the integrity of customer information and facilitating effective communication.
Deleting an account, on the other hand, removes the record from the system when it is no longer needed, such as when a customer is no longer active. Proper management of accounts, through careful editing and deletion, helps keep the database organized and relevant, supporting efficient management and data analysis.
How To Manage Accounts
To Edit an account, goto "Customers -> Accounts"(hover on the sidebar).
Check the checkbox next to the desired account, select "Edit" from the toolbar icons that appear on top-right.
A window appears where you can make the necessary changes and then click on "OK". You have successfully edited the account.
To Delete an account,
Check the checkbox icon next to the desired account, select "Delete" button from the toolbar section.
A Prompt appears asking you to confirm if you want to delete the selected account.
Click on "Delete" button to delete the account, or click on "Cancel" to abort your action.
The toolbar actions appear only after a checkbox is selected. If one checkbox is selected then "Edit" button appears. If more than one checkbox is checked then other toolbar opitons like "Delete" appear.