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