When you create a workspace, two types of account lists are automatically generated:
List types are equivalent to contacts and companies. You can create lists that contain organization accounts or data that contains information about your individual contacts. If you need additional lists or editing of existing ones, see Settings - Accounts.
Fields you can select to your account: There are automatically generated fields for automatically generated lists. They are optional and you can remove or add others from the Settings - Accounts - Lists, Fields section.
Field | Description | Data Type |
---|---|---|
Account Number | You can use it to enter customer numbers. | Text |
Account name | The name of the partner that will be most recognizable to you. | Text |
Account Group | This is a drop-down menu with pre-entered groups that are used to form Price Lists. | Choose |
Address | Provides words or phrases to address the person you are corresponding with. For example Mr., Mrs., and others. | Text |
Name and Surname | The names of the person you will correspond with. | Text |
Company name | Company name can be used in both types of lists. In an organization type list, it is used as the account name of your customer or provider. The individual lists can be used as having the company in which your contact works. | Text |
Department and Position | Should normally be used in individual lists. The aim is to record the position and the department in which the person works. | Text |
Phone, Email, and Website | These are the contacts of the organization or person whose account you are creating. | Specific: phone, email, URL-link |
Note | A text box where you can add notes about the partner | Text |
Status | Status is a specific tool that you can add yourself from Administration - Analysis. Through it, you can monitor the status, type of contact, stage of the transaction, and more. To add generated analytics code to the list, please look at Statuses and Stages’ list settings. In advance, you must save your categories of analytical codes and run them from Settings - Account. | Choose |
Rating | This Allows you to enter a rating for the organization or person you are communicating with. In this way, your colleagues will be acquainted and prepared in advance for the current communication. | Star rating |
Account Manager | This is the employee who created this contact and works with it. You need to be a user of the system. You can see how users are created here. | Choose |
Location | You can select the location of an organization or person from a pre-entered one. See how to enter a place here. | Choose |
Subscription | If you use a newsletter, you can write down whether an account is subscribed to it. | Choose |
Subscription date | When the organization or person subscribed to your newsletter. | Date |
Unsubscribe date | When the organization or person unsubscribed from receiving your newsletter. | Date |
Reason for unsubscribing | The reason for unsubscribing the organization or person from receiving your newsletter. | Text |
Tag | Tags can be used to indicate things that are common between your account accounts. This will make it easier for you to find all the accounts grouped by tags through the search engine in the system. | Tag |
From the account list settings, you can choose which modules to run visible to a specific list. When modules are running, it will retrieve all the information about the account in its profile. Whether there are orders, invoices, projects, and others related to this account.