Account Detailed Information > Journal Log Tab

To assist you with adding a task from the Account Detailed Information > Journal Tab, we have outline the steps below:

1.   Go to Contacts.

2.   Click on Accounts to open the list of Accounts.

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3.   Click on an Account to view the detailed Information.

4.   Click on the Journal Tab.

5.   Click on New Entry.

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6.   Refer to the Journal > Add a Journal Entry for more detail on entering the journal information.