Accounts

Accounts

• How does the Accounts menu work?
• How do I create a new account?
• How do I edit or delete an account?
• How can I export my accounts list?
• How can I create a holding statement for an account?

Adress Book

• How to link a contact to an account?
• What is the difference between Account and Contact?
• How do I change a contact's information ?
• What is the address book?

Logs

• How to edit your mail adress
• How do I resend an access e-mail to a holder ?
• How to remove holders' access ?
• How to open an access to an account ?