3.3 How to Navigate Customer Accounts?

In TDS CRM, accounts can be navigated according to the type of the account. To navigate an account, follow the given steps:

Go to Sales > Customers.
It will display all accounts. Use the New link given on top-right of homepage to customize this view in various categories such as investors, resellers, etc. to match your requirements. To view the certain type of accounts, select the view type from the Filter drop-down menu and the results will be displayed accordingly.
To create a new view, click the New link given next to the Filter drop-down list. Specify your preferences and click Save. To view your newly created view, select it from the Filter drop down menu.
You can also use the links of Start, End, Next and Previous given at the bottom of the accounts list for better navigation.