Accounts

All of your facilities, customers, and locations in one place.

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• Manage Teams and Share Accounts
• Add an Account
• Group Accounts by Team
• Edit an Account
• Download Account Reports
• Create Locations and Areas
• Search for an Account
• What are Accounts and how many can I use?
• How do I share an Account with another team member?
• Why can't I delete an Account?
• Can I group my accounts?
• How do I make an Account private?
• I don't see my Accounts - where are they?
• Mass Assign Accounts to a Team
• Contacts
• Changing asset locations on forms
• Tool Bars in InspectAll