The Accounts section provides a centralized view of all customer and organization accounts. It allows users to review account information, search for specific accounts, and manage account records efficiently.
Accounts List
The Accounts list displays key information for each account, including:
- S.No – Displays the sequential number of the account.
- Account Name – Displays the name of the customer or organization.
- Phone No – Displays the account’s telephone number.
- Mobile No – Displays the account’s mobile contact number.
- Open Deals Amt – Displays the total value of open deals associated with the account.
- Website – Displays the website associated with the account.
Searching Accounts
The Search field allows users to quickly locate an account. Enter relevant information such as the account name, phone number, mobile number, or website to filter the account list.
Viewing Account Information
Select the required account record from the Accounts list to access its account information. The account record contains details such as basic information, contact details, billing address, shipping address, and description.
Adding Accounts
Click Add Account to create a new account. The account creation screen allows users to enter basic account information, billing and shipping addresses, and additional details.
Exporting Account Data
The Accounts list provides options to export or print account information:
- Copy – Copies the displayed account information.
- CSV – Exports the account data in CSV format.
- Excel – Exports the account data to an Excel file.
- PDF – Generates a PDF version of the account information.
- Print – Prints the displayed account information.
Pagination
The account list displays a defined number of records per page. The pagination controls at the bottom of the list allow users to move between pages and access additional account records.
Account Management
The Accounts section helps users maintain centralized and organized customer records, monitor account details, and access information required for ongoing sales and customer relationship activities.