Accounts

Accounts

Overview

Accounts are part of the Contact object within Thrio.

Overview:

Where you add the Name, Description and Website (URL) of companies/businesses related to Contacts. Accounts (Account Identifiers) can be assigned to Contacts.

From the Accounts section, you can add, edit, delete or view the Account names, descriptions and Website URLs of the companies/businesses associated to Contacts.

  1. To create a new Account, click Add
    a. Enter the Name of the company for which you are providing call center services.
    b. Enter the Description of the company for which you are providing call center services.
    c. Enter the URL of the Website for the company for which you are providing services.
    d. Save your entries by clicking on the Save icon.
    e. You can Cancel the Account record by clicking Cancel or by not saving the record.
  2. To modify an existing Account, click Edit
  3. To delete an existing Account, click Delete

Click Here to Download Linked File

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.