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Trace screen 2 o 24

New account in Trace

The Trace new account form wi a name field, a status that defaults tae prospect, a note that whoiver creates the account awns it till awnership is haundit ower on the record, an the create an cancel buttons.
The Trace new account form wi a name field, a status that defaults tae prospect, a note that whoiver creates the account awns it till awnership is haundit ower on the record, an the create an cancel buttons.

Aboot this screenshot

An account is the company record in Trace that contacts, opportunities an invoices aw hing aff. Whoiver creates an account awns it till awnership is haundit ower on the record itsel. Leavin the status blank creates a prospect.

Trace: Customer and revenue records, reconciled against the Ledger. Read whit Trace dis.

Product
Trace
Screen
2 o 24
Dimensions
1460 × 862
File
WebP, 22 KB
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