Main List

Main list comprises of all the account main groups and its relevant sub groups.
To go to main list, click on Setup>> Accounts>>Main List dropdown in Menu.

setup-mainlist

Steps:

1. To add a new account main group, simply enter the name of the account main group in the field provided and click on the Save button.

mainlist-account-maingroup

2. The desired account group is added to the list. Click on the magnifier icon corresponding to the newly added account group to add the subgroups for the same.

mainlist-account-sub-greoup

3. Enter the new subgroups for the selected account main group and hit the Save button to save your changes.

4. Clicking on the account structure will give you a holistic view of all the account main groups and the related sub groups.

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