Account details
Open an account to see everything about one customer: who they are, the people you deal with there, what you have sent them, and what they owe.
Before you start
Section titled “Before you start”You need Account View on the account. Each tab also needs List on its own module; tabs your role cannot use are hidden.
- Select Accounts in the sidebar and select the customer’s name.
- Read Account details, Customer profile, Billing address and, for a Personal account, Person.
- Check the Receivables card for what the customer owes, what is overdue and any customer credit, and use Statement… to download a statement.
- Check Account Team for the colleagues who work on this customer alongside its owner.
- Open the tabs: Contacts, Quotations, Invoices, Opportunities, Receipts, Activities and History.
- Use New contact, New quotation, New invoice or New opportunity on a tab to start a record for this customer.
What happens next
Section titled “What happens next”A record you start from the account page already has the account filled in. A new contact also starts with the account’s billing address as its mailing address; check it before saving.
Rules to know
Section titled “Rules to know”- A Personal account has no Contacts tab: its person details are its contact.
- The Activities tab gathers activities on the account and on its contacts, opportunities, quotations, invoices and contracts.
- The Receivables card is shown only to roles whose Invoice access is set to All records.
- Edit, Change Owner, Owner history, Merge duplicate account… and Delete are in the ··· menu when your role allows them.