Account list settings

Accounts

Account list settings

List types:

When you create a workspace, two types of account lists are automatically generated:

  • Contacts - this is an individual list through which you can save individuals who can be associated with partner companies or be significant on their own.
  • Companies - here you can save all accounts of companies that are your partners. This list is of an organizational type.

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.

FieldDescriptionData Type
Account NumberYou can use it to enter customer numbers.Text
Account nameThe name of the partner that will be most recognizable to you.Text
Account GroupThis is a drop-down menu with pre-entered groups that are used to form Price Lists.Choose
AddressProvides words or phrases to address the person you are corresponding with. For example Mr., Mrs., and others.Text
Name and SurnameThe names of the person you will correspond with.Text
Company nameCompany 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 PositionShould 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 WebsiteThese are the contacts of the organization or person whose account you are creating.Specific: phone, email, URL-link
NoteA text box where you can add notes about the partnerText
StatusStatus 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
RatingThis 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 ManagerThis 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
LocationYou can select the location of an organization or person from a pre-entered one. See how to enter a place here.Choose
SubscriptionIf you use a newsletter, you can write down whether an account is subscribed to it.Choose
Subscription dateWhen the organization or person subscribed to your newsletter.Date
Unsubscribe dateWhen the organization or person unsubscribed from receiving your newsletter.Date
Reason for unsubscribingThe reason for unsubscribing the organization or person from receiving your newsletter.Text
TagTags 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

Modules to account profiles:

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.

In addition to each list you can add:

  • View of the Documents that are linked to the account;
  • Consent, which includes marks for consent to the processing of personal data under GRPR;
  • Specific data - blocks of fields that you define and compile yourself according to your needs. For more information, see here. To add an existing block for storing specific data, look at the Specific Data section of each list and add using the + Add new block button.
  • Stages - different states and stages to be activated in the Account module. Each list of profiles can have different properties that determine how the profile will develop through the CRM system.
  • Additional custom fields - an unlimited number of additional fields can be added to each list of accounts to be customized to your needs. If you need additional fields, contact our team.