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Accounts Overview Video (iOS)

Learn how to find, filter, and sort accounts in Terros for iOS, then open account details to review residents, notes, custom fields, and workflow history.

Written by Hunter Allred

In this video

  • Find accounts and open Account Detail

  • Review residents, notes, custom fields, and status history

  • Filter by date range and workflow stage

  • Narrow results by team or owner when available

  • Change the sort order to find the accounts you need

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