Find and view accounts

Owned by Ann Turner
Last updated: Oct 28, 2020
1 min read


Accounts

An Account is equivalent to an organization record in netFORUM.

  1. You can access Accounts via the navigation bar, global search box or the App Launcher. Reference screenshots below.
  2. Click 'Account'.
  3. Navigate to an Account record and click it.
  4. The information available in an Account record will be similar to a Contact record.
  5. More specific information on the Details tab includes:
    1. Account contact.
    2. Account type. Example: Architecture Firm.
    3. Account website.
    4. Flags for headquarter, cornerstone partner, architect lead, multi-discipline.
    5. CES provider number and CES Provider audit flag.
  6. The Related tabs displays the same links available in the Contact record


Account page:

Navigation bar:


App launcher: