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How tos
The Account details screen
Overview
The Account details screen allows you to maintain details for an account as well as other details, including:
- Creating and maintaining Contacts,
- Creating and maintaining Activities,
- Creating and maintaining Notes,
- Generating Reports.
This section will explain each of the Account details screens that encompass these functions, in more detail. Depending on your permissions you may not have access to all areas of Account Management. If you believe you should have access contact your Recordbase Super User.