Open an existing account record

1. Do one of the following: 

   • From the main FH toolbar, click Account.
   • Choose File → Accounts.

   The Account dialog box appears.

   

2. At the bottom of the dialog box, click Browse.

   The Query dialog box appears.

3. Use the dialog box to find and open an account record.

   The Account dialog box updates with information from the record.

4. Add or update any or all of the following parts of an account record.

   To do this	See instructions in
   Add supplemental history information	Add supplemental history to an account record. Adding supplemental history information lets you track changes or query for the account in the future, based on a history code.
   Add phone numbers	Add phone numbers.
   Add email addresses or Internet URLs	Add email addresses and URLs.
   Add contact information	Add a contact to an account record.
   Add invoices and invoice items	Add a new invoice. Add an invoice item.
   Add payments and credit adjustments	Add or edit a payment or credit adjustment.
   Add payment responsibility	Add payment responsibility to an account record.
   Add notes	Add notes to a record.
   Add custom data fields (user-defined fields)	Add custom data user-defined fields to a record.
   Add data in user-defined fields	Enter custom data in user-defined fields for a record.
   Add attachments and signatures	Add attachments and signatures to a record.
   View account history modifications	Review the modification history of a record.