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.
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 navigation menus (at the top of the console). Click on "Manage" 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 by clicking on the account name. A delete button is exposed when the checkbox is checked at the beginning of each table entry.