FAQ & videos
- Can I customize information displayed in the list of accounts ?
- Can I export a list of accounts ?
- Guide: create a contact or an account
- Guide: delete a contact or an account
- How do I copy an account and all the contacts associated with this account to another list ?
- How do I create a custom field?
- How do I customize the display of information in the contact or account list ? (multi-column)
- How do I export a specific contact or account list ?
- How do I hide a profiling field ?
- How do I modify an account after its creation ?
- How do I move an account and all its contacts to another list at the same time ?
- How do I remove an account and all the contacts associated with that account from a list ?
- How to create a custom field in an account?
- How to hide an account in CentrixOne when it is deleted or inactive in your accounting system ?
- How to search a contact or an account?