new streamlined add account form

June '19

We've added a new streamlined Add Account form to speed up the account entry process. Use the Save and New option to display a new Add form after adding an account (saving).

Whether using Save and New or just Save, the System will switch the active account to the newly entered account. Access the new form in the Navigation drop-down - Quick Add Account link.

For further simplicity, the Account Name field remains the only required field for an account to be added - all other fields can be left blank upon account entry, and can be added on the Profile page, or through an upload.

The original full Add Account form continues to be available along with the functionality to add all additional account-related fields. Account uploads also continue to be available, either to add new accounts/contacts, reports, or to add information to existing accounts on the System.

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