Skip to main content

 

 

DealerTeam

Account Address and Contact Information

Goal

Navigate to the Account to find address and contact information.

After reading this article you will be able to:

  • Navigate to an account record
  • Identify the account address
  • Identify the account contact information

 

Step One: Navigate to an Account Record

You can navigate to the desired location with the Global Search, App Launcher or Account Tab.

Global Search

Learn more by reading Global Search.

  1. Enter <Desired Account> in the Global Search Bar.

1 Account Address and Contact Information- global search.png

 

  1. Hit Enter/Return on the keyboard.

2 Account Address and Contact Information- enter.png

 

  1. Click desired Account record.

3 Account Address and Contact Information- account record.png

 

Note: Click the desired record from drop down for quick access.

 

App Launcher 

  1. Click the App Launcher icon.

4 Account Address and Contact Information- app launcher.png

 

  1. Enter Accounts in the quick find area.
  2. Click Accounts.

5 Account Address and Contact Information- account navi.png

 

  1. Select the desired Account record.

6 Account Address and Contact Information- account record.png

 

Account Tab

  1. Click the Account tab.
  2. Select the desired Account record

7 Account Address and Contact Information- account tab.png

 

Note: Learn more about tabs and list views by reading Access Records and Change List Views.

 

Step Two: Identify Address and Contact Information 

View the Account record's (a) address and (b) contact information.

8 Account Address and Contact Information.png