D-Tools Help Center

Accounts

Everything you need to know to add and manage your customer accounts and contacts

Accounts vs Contacts

Account & Contact CSV import

Manage Accounts

Adding accounts to Cloud

Adding a subaccount to an account

Adding site addresses to an account

Setting the primary contact for an account

Managing accounts

Marking an account as tax-exempt

Marking an account as Inactive

Filtering the list of accounts

Deleting an account from Cloud