Accounts

Admin > CRM > Accounts

The Accounts Management page maintains your account profiles for every organization you do business with. This includes clients, prospects, vendors, competitors, former clients, business partners, and miscellaneous organizations.This same page displays in the CRM module if you have permission. Initially you create a basic account. After you save an account the first time, multiple tabs display for you to enter additional details.

Creating Accounts

1. Select the Admin > CRM > Accounts page.
2. Click New.

   You can select two types of accounts.

   • Account Code - An account code associated with this customer organization.
   • Account Name - The main account name for a customer organization.
   • Child Account - An subordinate account for a larger customer organization. If Route Invoice to Parent is set to Yes for this child account, billables are routed to the parent organization for payment. If set to No, parent-child accounts are used for reporting purposes only.
3. Select Account.
4. Enter the following fields in the Account header section.
   • Account Name
   • Account Type - Client, Competitor, Former Client, Miscellaneous, Partner, Unknown, Vendor

     Note: One of your accounts is an internal account. The internal CRM customer account is created for you and matches your company name by default. Your internal CRM customer account is used when you ship inventory between warehouses. You can filter accounts to identify your internal account.

   • Business Type - This list is maintained using Admin > My Company > Lists page.
   • Website
   • Acquired Date
   • Credit Limit
   • Default Currency
   • Net Days
   • Account Manager - The employee in your company assigned to manage this account.
   • Description

   

5. Enter the main business address in the Main Address Info tab. Optionally click Copy From Billing to populate these fields from the Billing Address Info tab.
   • Address Line 1
   • Address Line 2
   • City
   • State
   • Post Code
   • Country
   • Phone Number
   • Fax Number
   • Longitude
   • Latitude

   

6. Enter the billing account address in the Billing Address Info tab. Optionally click Copy From Main to populate these fields from the Main Address Info tab.
   • Email Address
   • Address Line 1
   • Address Line 2
   • City
   • Post Code
   • State
   • Country
   • Phone Number
   • Fax Number
   • Longitude
   • Latitude
7. Click Save.
8. Click the row of the new account you just created to add additional information.
   • The Status option in the header is now available to maintain. If Yes, the account is being used.

   

9. Use the tabs at the bottom of the page to maintain more details about each account.