How to Add an Account into Repbox

V7 Instructions (Current)

Option 1: Through the Accounts Module

  1. Click Accounts in the Main Menu
  2. Click Add Account
  3. Fill in the required fields (marked with *) and any other desired information
  4. Click Save

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Option 2: Quick Create

  1. Click the + icon in the top right of any page
  2. Select Account from the dropdown
  3. Fill in your account information (Click Go to Full Form to access all fields)
  4. Click Save

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Note: All accounts look a little different depending on your company's Repbox configuration.

V6 Instructions