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

    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.