Editing Accounts Overview (section)

== Step-by-Step Instructions ==
Below are detailed instructions on how to customize, filter, and search your accounts.

=== Customizing the Account List View ===
To customize what fields are displayed in your account list view:
# On the Accounts Overview page, click the '''Gear icon''' in the top right corner.
# In the dropdown menu, select the fields you wish to appear. Unselect any fields you want to hide.
# Click outside of the dropdown once you have made your selections.

=== Filtering Accounts ===
To filter accounts based on specific criteria:
# Click on '''Contacts''' in the left menu.
# Click the '''Accounts''' option.
# Click the '''Add a filter''' button.
# Choose a field group name.
# Select the field by which you want to filter.
# Choose the operator you wish to use.
# Enter the field value that you will be using in the search.
# Click the '''Apply''' button.

The Accounts Overview page will reload and display a list of accounts that meet your specified criteria.

==== Narrowing Your Results with Multiple Filters ====
You can apply multiple filters to further narrow down your results:
# Follow the above steps for filtering. After viewing your results, click the '''Add a filter''' button again and repeat the filtering steps.
# Continue to add filters until you have refined to the desired view.

==== Removing a Filter ====
To broaden your results by removing a filter:
# Click the '''X''' next to the filter you wish to remove.

=== Filtering Accounts by Account Owner ===
To filter accounts by the '''Account Owner''':
# Click on '''Contacts''' in the left menu.
# Click the '''Accounts''' option.
# Click the '''Account Owner''' picker.
# Select the Account Owner's name you want to filter by.

The results will display all accounts associated with the selected Account Owner.

=== Searching for Business Accounts ===
To search for specific business accounts:
# Click in the search field on the Accounts Overview page.
# Type the name of the account you want to find, either the full name or part of the name.
# Press the '''Enter''' key.

The Accounts Overview page will reload, showing the account(s) that match your search.

=== Combining Filters and Search ===
You can use a combination of filters and search terms to get exact results. When doing so, the system will display accounts that meet all criteria you have set.

=== Exporting a List of Accounts ===
To export all business accounts to a CSV file:
# Click '''Contacts'''.
# Click the '''Accounts''' option.
# Click the '''Export''' option.
# A confirmation window will appear; click the '''Click to view process''' link.
# You will be redirected to the '''Settings > Import/Export Status''' page. Click the '''Export''' tab.
# Finally, click the '''Download''' option to download your CSV file.