Support Help

Accounts

You can maintain complete database of your customers in this Accounts Module. You can add every minute details of the particular account and can associate Contacts, Contracts and Products for the corresponding Account. Also, if you have the accounts database in external source, you can easily import it into Zoho Support.

  1. How do I add a customer as Account?
  2. Follow Accountsnew
  3. Associate products
  4. How do I edit an account?
  5. Can I add attachments in accounts?
  6. How can I delete an unwanted account?
  7. Associate Contacts
  8. Sort Accounts
  9. Custom View Accounts
  10. Is there an option to search account?
  11. I want to export my accounts database
  12. Add Comments
  13. I have external account database and want to import
  14. Associate Contracts
  15. Mass Actions

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