Accounts and Leads Overview

 Created Date: 10/29/2018 2:06:34 PM |  User Level: Regular User |  Views: 3,789

Accounts give you a complete view of everything that involves a customer account in a single place.

  • Quick Tasks: Are a way of putting in a task as you look at a customer account without going to the main task screen. These are called quick tasks as they have a limited amount of information that can be included in them.
    • Description: The description of work performed.
      • Note: Being you are in Accounts the quick task will be assigned to the account you are currently on.
    • Hours: The number of hours to be applied to this task.
    • Category: The category for the task.
    • Complete: Is this task complete.
    • Save Quick Task: Save the task.
  • Overall
    • Account Code: The unique account code. Each account should have a unique account code unless you have it set in the settings that duplicates are allowed.
    • Account Name: The account name.
    • Primary URL (Visit): The primary URL to the accounts website. You can click on “Visit” to load the accounts URL in a new browser tab.
    • Owner: You can have one primary owner to an account.
    • Support Team: This is the support team. This can be an unlimited number of people. This can be for co-owners as well.
    • Active: Is the account active.
    • Is Parent: Should this account be considered a parent account.
    • Not For Profit: Is this a not for profit (NFP) organization.
    • Portal Access: Should this account be given portal access for any users associated to be able to login.
      • Note: This is here so that if an account has many users you can easily lock the entire account of out of the system with a single check.
    • Is Lead: Is this a lead and if it is what status in the customer journey is it at.
  • General
    • Parent Account: This is the accounts parent account, if any.
      • Note: To learn about Parent/Child relationships see the KB Article on Parent/child Relationships
    • Business Type: This is the type of business.
    • Business Legal Name: This is the official business name.
    • DBA Name: When a business is “Doing Business AS” this is where you would include that.
    • SIC Code: SIC (Standard Industrial Classification) are a structured system that promotes uniformity in recording companies’ main business activities. A SIC code consists of a numeric code attached to a description of the company’s main business activity in natural language.
    • NAICS Code:NAICS (North American Industry Classification System) is the standard used by Federal statistical agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy. It was developed to allow for a high level of comparability in business statistics among the three North American countries. NAICS is based on a production-oriented concept, meaning that it groups establishments into industries according to similarity in the processes used to produce goods or services.
    • Tags: Any secondary category tags you want to associate with the account.
    • Account Type: What type of account is this (e.g., HVAC, Plumbing, Restaurant, Marketing, etc.)
    • Tax Exempt: Is the account tax exempt and what is the tax exempt number.
    • Additional Notes: Any notes that you want to associate with the account.
      • Note: These are also available to the customer if you give them access to the accounts module and customer portal.
    • Logo: Upload a logo to the account.
    • Delete Account Image (On Save): When this is checked, the system will remove any saved logo image when the account is next saved.
      • Note: This only needs to be checked if you want to remove a logo. If you are uploading a logo any existing will be overwritten.
  • Address
    • See KB Article: Addresses
  • Invoices
    • See KB Article: Invoices & Quotes
  • Email
    • To: the email address to send to.
    • CC: Carbon Copy
    • BCC: Blind Carbon Copy.
    • Subject: The subject to the customer.
    • Message: The message you want to send to the customer.
    • Send Email: Sends the email message and logs it to the customer account.
  • Docs
    • See KB Article: Module Documents
  • Assets
    • See KB Article: Assets
  • Tasks
    • See KB Article: Tasks
  • Users
    • See KB Article: Users
  • Custom Fields
    • See KB Article: Address: Custom Fields
  • Projects
    • See KB Article: Projects / Jobs

 

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