What an Account Record Holds

An account is the customer or company you do business with. If the difference between a lead and an account is new to you, read Leads, Opportunities and Accounts first. This article covers what you'll find when you open one.

The Accounts Page

Accounts in the main menu opens a directory of people. The Accounts tab, where it opens, is your customer list: search it, create an account, and merge duplicates. The Members and Team Members tabs beside it list your organization's own people rather than customers.

What's on an Account

Opening an account shows a header — the account's name, whether it is active, and chips such as Tax Exempt and Marketing — and a row of tabs:

• Overview — quick numbers (total orders, total spent, leads and members) and summaries of the account's details, contact information, shipping address, recent notes, recent orders and recent leads. Each summary links to its full tab.
• Leads — every lead linked to this account. To connect a lead, start from the lead itself; see How to Link a Lead to an Account.
• Quotes — every quote raised for any of this account's leads. Quotes are created from the lead they belong to; this tab gathers them in one place.
• Orders — everything this account has ordered, booked, rented, subscribed to, or had purchased on its behalf. See the next section.
• Mortgages, Personal Loans and Healthcare — each appears only when your organization has a market of that Line of Business, and lists this account's home loans, personal loans or patient care.
• Members — the people attached to this account: who the main contact is, and who else is on it.
• Notes — notes recorded against this account's orders.
• Documents — the files kept for this account, such as the documents gathered for a loan application.
• Communications — the calls, messages and emails with this account.
• History — a full record of everything that has changed on the account: details edited, members added or removed, leads and orders linked, addresses changed, accounts merged.

The Orders Tab

The Orders tab brings together this account's records from your Retail, Rental, Service, Subscription and Procurement markets in one list:

• Retail — orders.
• Rental — rental requests and bookings.
• Service — work orders.
• Subscription — subscription orders.
• Procurement — purchase requests and vendor orders.

Each record shows which market it belongs to, and a chip for each of your markets above the list lets you narrow it to just one — handy when you run two stores and only want to see orders from one of them.

To start something new for this customer, open the New menu. It has one entry for each market you can work in — New Order, New Rental Booking, New Work Order, New Subscription or New Purchase Request — and each one opens with this account already filled in as the customer. When you finish, Back brings you straight here. A rental always needs a customer account, so this is a natural place to book one.

Home loans, personal loans and patient care aren't orders, so they live on their own Mortgages, Personal Loans and Healthcare tabs instead of here.