# Accounts

Use the Accounts module to create and manage accounts for your organization.

The Accounts Home page displays the following information:

- A Search sub-panel where you can enter the account name to search for a specific account.
  - To search only for accounts assigned to you, select Only my items.
  - To perform an advanced search using additional fields, click the Advanced Search tab.
  - To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced Search tab. To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.

- A list of existing accounts along with related information such as names and phone numbers.
- To view the account details, click the name or the View icon adjacent to the user name.
- To edit the account details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
- To update or delete multiple accounts, select them from the list, and use the Mass Update sub-panel.
- To export one or more accounts, click Export located above the account names.
- To merge duplicate accounts into one record, select the records, and click Merge Duplicates.
- A Shortcuts section that displays the following options:
  - Create Account. Click this option to create a new account.
  - Accounts. Click this option to navigate back to the Accounts Home page from an account's detail page.
  - Account Reports. Click this option to view an existing report on your accounts, or to create a new report.
  - Import. Click this option to import account information from an external application or file.
- A New Account quick form that you can use to create an account with only the required fields. You can enter additional details after you save the account.