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Working with Account Manager

In the third-party Account Manager, you can do any of the following:

Edit or Archive an Account

Click the account name, and then do one of the following:

Make changes, and then click Save.
Click Archive, and then click Yes.

Note: The account and all of its contacts are moved to the Archive (see "Restoring an Account or Contact" below).

Edit or Archive a Contact

Click the account containing the contact record, click the contact name, and then do one of the following:

Make changes, click Save, and then, in the Accounts window, click Save.

In the Account Manager list, select one or more contacts, click Archive Selected Items, and then click Save.

Note: The contact is moved to the Archive (see "Restoring an Account or Contact" below).

Restore an Account or Contact

When you archive an account or a contact, it is moved to the Archive, where it is permanently stored for future reference, unless you restore it or permanently delete it.

Important: If both a contact and the account to which the contact belongs are archived, you must restore the account before you can restore the contact.

In the left sidebar menu, click System Settings, and then click Archive.

Select Third-Party Accounts or Third-Party Contacts, and then click OK.

Select the one or more accounts or contacts, click Restore Selected, and then click OK.

Email a Contact

If the Email column is shown in a contact list, click a contact's email address to open your default email application with that address on the To line.

Change the Number of Accounts or Contacts Displayed Per Page

In the Edit Account window, click , and then click Display Options. Select a Contacts Per Page option, and then click Close.

Use Filters to Narrow an Account or Contact List

Do one of the following:

To use a filter in an Account Manager list, see Applying Filters to a User Grid.
In the Edit Account window, click , click Filter Options, and then click Show Column Filters. See Applying Filters to a User Grid for further instructions.

Export a Contact List

Click , click Export List, click an export format, and then follow the prompts to open or save the exported file.