View Full Version : Duplicate accounts
Support Team
February 5th, 2015, 06:43 AM
RangerMSP User Question*
I have lots of accounts that are duplicate, and under type it has a *, there are different contact info in each, what’s that ?
--
* Question received by email and shared here for the benefit of our users.
Support Team
February 5th, 2015, 06:44 AM
Answer
In the list of Accounts and Contacts lines marked with * do NOT represent Accounts but rather Secondary Contacts added under the Account's Contacts tab.
As a Secondary Contact has a Company Name field that defaults to its parent Account name.
In case needed, you can filter out Secondary Contacts from the list: On the Accounts window toolbar you'll find an [all types] dropdown, open it and un-select 'Show secondary contacts'.
This can also set as the default for the Accounts Window by visiting Tools > Options > Accounts tab.
I-Netcs
February 10th, 2015, 02:10 PM
A hierarchy tree would be an awesome feature to list accounts and subordinates. HINT
vBulletin® v3.6.8, Copyright ©2000-2024, Jelsoft Enterprises Ltd.