Account Lists Now Available in Account Forms

Composity’s previous Account list has now been replaced with Account forms giving you the flexibility of customising your CRM data.

One or more account forms can be added to the automatically generated account list, such as contacts, companies, and suppliers.

To create new account forms, you can:

• Navigate to Settings located in the left corner of the workspace, scroll to Form Types, and click New to add a new form.
• Alternatively, go to Settings ‣ Form Type ‣ New, and select Account Form Type to create the desired form.Then enter a name for the form. This will be the name you see when creating a new entry in the Accounts module and should represent the type of Account. Specify the type of account and fields used for the pattern. The field "Available Stages" is not required. If left blank, the system default stage for the Accounts module will be used. You can also add the stages that will be available in the drop-down options for the Accounts.

The form's customization options allow you to edit the fields based on the type of account information you are recording. For instance:

Form Fields Customization:

• Contact Information: Add Name, Company Name, Phone, and The loyalty card number associated with the account.

• Owner: The owner or manager of the account.

• Status: The current status of the account (active, inactive, etc.).

• Financial Information: Currency, Payment terms, and Billing data to add billing information for the account.

• Image: An Image or logo for the account.

   

Profile View Fields Customization let's you choose what appears in the account profile, including:

• Activities: Tracks all activities related to the account.

• Last Contact: The date of the last contact with the account.

• Financial and Sales Data: Deals, Sales, Expenses and Payment records information related to the account.

• Projects and Tasks: Links projects and tasks to the account.