Table of Contents

About Accounts

Each client can have multiple accounts for different divisions or business units. The accounts are organized in a hierarchical structure.  For additional information on navigating the accounts, read about the Account Hierarchy.

Access Accounts

  1. From Quadra, access Administration.
  2. Go to the Accounts section. 
  3. Select an option.

Account Statuses

Account Types

Client Settings

Contact Prefixes   

Contact Types