Describing how to add an account into Repbox

Repbox is a fully customizable and user friendly system that allows a user to add an account in a few different ways.

Follow the directions below to add accounts into Repbox:

Option 1: Though the accounts module

Step 1: Click on "Accounts" or "All" and then "Accounts" on the top selection bar

https://lh6.googleusercontent.com/sYg2PFxazNwd0wPh_W9AbbNUM6KIoIPWmOjeyui3_MwE2b9eYfsCTlIl4qVAwaebnwEVVstO_q_pVE8rF-G8rkpWgMrU9ngi4AYyLOObd4oPKdO3BytiYPzRM0VgCHrD_5AoU4KLSQb2ZxWvtPhF_EM

Step 2: Click on "Add Account"

https://lh5.googleusercontent.com/yS2DfZgw5tfbcTyto4Q0RqofwIKyvvcVGpnh1UD-AVJ89L0yb3MHIHGPawtXNFgdJHmYawAd47El5sCQZnI7WWI7TmqWmzsf7DBcezjWm4mvznhJTeCOpDhzXvYOPdNMzgpnPsw1PZTbQD7InCWMLBI

Step 3: Fill in your information - You will need to fill in the required fields marked with * and any other fields that you wish to fill in. Keep in mind, the more information you input now, the more time it will save you later on.

https://lh5.googleusercontent.com/IAUmKRFV6wg9f_mY5sx0HE0iUd93YfzfdRUKgLIT6TrO9jXflC80LcZWLcZiPeIARnew0B5MhysMx9ZeVjm2vnPpzUzfF2Y1sI6uYrjl0zY7hltFEuS05NCyBN6U-GtZZ7ibk1MiElwIIfQFH7FGxUo

Option 2: Quick Create

Another way that you can create is through the quick create icon on the top right.

https://lh4.googleusercontent.com/wmr2aIbXCbx5YDKINAP1gNb_bGV55LR1z8XkYA5xi6wITaHpmR7G4Cljr8qmnpwEs1Op88fFsmotjNNqbIcsazo6YuWOjthSQgvmM_ybTUMUhZgOXItmOb_7FmRNT900K1qZQBO34hSHbn0KW1YPQk0

https://lh3.googleusercontent.com/69cE7HNIG2oul61FAYMIdtxGWYFi4AYYfzh9a2JK9up4lpOIIdnWB3ZVh1EF0L-ahkxmi5YsLPjgJRZGKb2k5yo3XCfATHPBz_uzDkpos4bEFcqT2DXfxtX3Xff1NzpLmqPrEytiutUyGjJcb6Fpquc

With this method, you will only see some of the basic information that is set up in your summary view. If you are needing to go to more fields than shown, click "Go to full form" to be taken to the full account card.

• Keep in mind, all customer accounts look a little different so you may see fields here that are not listed on your company's Repbox.