Accounts

Adding contacts to a new account
Adding contact information to an account in OnCourse can executed from the contacts sub menu on the account details screen. When you add a new account, by d...
Sun, 8 Sep, 2019 at 8:47 AM
Adding Address information to an Account
Adding Address information to an Account Adjacent to the description/url option in the secondary nav bar in the Account Details page you’ll find the +Ad...
Sun, 8 Sep, 2019 at 8:50 AM
Adding multiple addresses to one account
How to add multiple addresses to the same account. On an Account Details screen the left sub nav location will have a button titled "add address"...
Sun, 8 Sep, 2019 at 8:53 AM
Understanding the Account Details Screen
The account details screen is the one of the most important pages in OnCourse. This screen accounts for the sum history of an account and all communication ...
Sun, 8 Sep, 2019 at 9:07 AM
Email, Calls, SMS, Notes and Attachments
In OnCourse you have the power to send emails, make calls, take notes, save attachments, and send text messages to an account all in one place like never be...
Sun, 8 Sep, 2019 at 9:21 AM
Mass Edit Accounts
How to Mass edit accounts in On Course In the event that you need to make mass edits to accounts in OnCourse, navigate to the accounts page and select mas...
Sun, 8 Sep, 2019 at 9:29 AM