The data table contains a list of all the accounts that are defined in the CRM. Schedulers can view, edit and create accounts (as required by their organization) via the Skedulo web app–rather than having to find and enter them directly in their CRM.
Note: Users must have the required CRM permissions to create, view and edit the data table.
The data table list for accounts can be accessed via the navbar (at the far-left of the console). Click on the data tables button (the 3-dots icon) and select "Accounts" from the menu options.
The table lists all of the accounts defined in the CRM. Column titles marked with a small accent can be sorted by clicking on the accent symbol. View and edit options are available via the more options menu at the end of each row.
Figure 1. Accessing accounts in the data table.
Figure 2. Viewing examples of accounts in the data table.
Create a New Account
Create a new account directly from within the data table by clicking on the "Create new" button at the top-right corner. Complete the required field named "Account name" (highlighted red), followed by any other appropriate information.
Figure 3. How to create a new account using the data table.