Accounts

Navigation: Sales → Accounts

An Account is a legal entity (organization). With exception single person can represent company if situation requires.

Review Account form

Account_tabs

1. General information about Account is provided in tab General. You have to fill in this information when creating new Account.

2. In tab Media it is possible to attach files. Press Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Press Add note to create new note.

4. Actions that can be taken with Accounts:

  • Edit client code: allows editing client’s code manually. There is a possibility to update already exsisting Projects’ and Activities’ codes.
  • Action: Update Project Account owner, this function available with role (role_account_action).

5. Available Info Tabs:

6. Available navigation buttons:

  • Add new: is used to create new Account.
  • To list: is used to go to the list of Accounts.

Create new Account

To create new Account follow these steps:

1. Go to Sales → Accounts.
2. In the list of Accounts click New.
3. Fill in fields in tab General:

  • Account name: indicates name of the Account.
  • Acronym of account: acronym of the Account name.
  • Client code: indicates code of the Account. Field’s value is generated automatically by combining Acronym of account and code of the country indicated in field Country or can be filled manually. This code will be added to Projects’ and Activities’ codes.
  • Company code: indicates company code.
  • VAT code: indicates VAT code of the Account.
  • Number of emplyees: indicates number of employees of the Account.
  • Owner: indicates who will be responsible and accountable for this Account, filled automatically (list is taken from Settings → Users).
  • Language: indicates language that will be used to generate invoices and pro forma invoices.
  • Status: select an option: active or inactive. Inactive record will not be shown in related forms.
  • Mobile, Phone, Email: indicates contact information of the Account.
  • Country, City, Street address, Post code: indicates address of the Account.

 

account_new

5. Click Save.

Add Account contact information

To add Account contact information follow these steps:

1. In tab Communications click Add_Create_new.
2. Choose type of communication, fill in information and click Save.

newCommunication

 

Assign Contact to Account

To assign individual to Account follow these steps:

1. In tab Contacts click Pasirinkimas and select Assign.
2. Fill in information about Contact and Account relation:

  • Contacts: conduct search of a related Contact.
  • Position: Contacts’ position in a company.
  • Status: Contact’s status in a company.
  • Primary contact: turn ON, if Contact is primary contact person of the Account.
  • Main company: turn ON, if Account is main Contact’s company.
  • Send invoice email: turn ON, if Invoices have to be sent to this Contact.

3. Click Save.

Account_contacts1

If Contact was not found while conducting Contact’s search, follow these steps to assign new Contact to Account:

1. In tab Contacts click Add_Create_new.
2. Fill in Contact information:

  • Name: Name and Surname of the Contact.
  • Owner: user responsible and accountable for the Contact. By default user who is creating the record is indicated.
  • Position: Contacts’ position in a company.
  • Primary contact: turn ON if Contact is primary contact person of the Account.
  • Main company: turn ON if Account is main Contact’s company.
  • Status: Contact’s status in a company.
  • Communications: Contact’s mobile phone, phone, email, address information.

3. Click Save.

assignNewContact

Add bank account

To add bank account follow these steps:

1. In tab Bank Accounts click .
2. Fill in bank account information:

  • Bank account number: number of bank account.
  • Bank name: name of the bank.
  • Is primary: turn On if Bank account is primary Account’s Bank account.

3. Click Save.

newBankAcc

Assign Account to Campaign related to sales

It is possible to assign Account to Campaign related to sales in several locations of the system: Campaign form, Account form, Accounts list window.

To assign Account to Campaign in the Account form follow these steps:

1. In tab Campaigns click Add_Create_new.
2. Choose Campaign from the list and click Save.

Account_campaign

Assign related Account

To assign related Account follow these steps:

1. In tab Related Accounts click Add_Create_new.
2. Fill in information about related Account:

  • Account: conduct search of a related Account.
  • Description: describe relation between particular Accounts.

3. Click Save.

Account_Accounts

Add Business Process

To add Business Process follow these steps:

1. In tab Business Processes click Add_Create_new.
2. Fill in business process information:

  • Number: number of business process.
  • Title: name of the business process.
  • Parent: indicates parent business process.

3. Click Save.

New_Business_Process

4. In tab Business Processes click Lead_create_task to import  busines process of other account.

Business_proc

 

Perform actions in the list of Accounts

actionsACC

1. As in all lists, you can work with Accounts by using standard functionality buttons: filter Accounts, add new Account, change table properties, search Accounts, narrow or extend information viewable in table cells, edit or add additional information to the Account, delete Account from the list.

2. It is possible to see how many related Not Started, In Progress, Done or Cancelled tasks Account has.

3. It is possible to perform actions with Accounts in the list without opening the entries. After selecting single or multiple Accounts by marking lines ok - Copy or selecting all Accounts by clicking button Select_all_button available actions are:

  • Export records: is used to export selected Accounts to MS Excel file.
  • Assign to Group: is used to assign selected Accounts to a Group.
  • Assign to Campaign: is used to assign selected Accounts to a Campaign.
  • Remove from group: is used to remove selected Accounts from Group.
  • Remove from Campaign: is used to remove selected Accounts from Campaign.
  • Set Owner: is used to assign new Owner to selected Accounts.
  • Set Status: is used to assign to status active or inactive.