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Accounts

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Accounts is an optional feature that is enabled by your administrator. Accounts can represent a company or outside entity that contains general information such as contact information, shipping, and billing information. You can edit, search, view, and create accounts based on your permission settings, which are determined by your administrator. You can associate any number of contacts with an account.

When the administrator enables the Accounts feature, you can select accounts on cases. This allows you to track the cases that are associated with an account.

Workflow also enables you to customize the columns that display your accounts' details.

To access accounts, select Accounts from the main menu.