3.2 Accounts

The accounts module contains the records concerning the corporate titles of:

  • Customers;
  • Potential customers with a potential and a quote already created and related;
  • Others: partners, resellers, distributors, partners, other sites, etc.

It is preferable to create a new company from a lead as described above; however it may sometimes be necessary to add a new account directly. In this case, always click on the create_button.png button.

The fields logic is as described for the Leads module. A selection of the main fields in Accounts is shown below:

Account Name

Business name.

Member of

Manages a hierarchy between companies by interrelating the account being created with another account present in the CRM.

External code

Indicates the customer code of the company on another system (e.g. generated by an ERP application). This field is subject to a uniqueness check.

Assigned to

User or group of users that manage the account.

The ‘Member of’ field makes it possible to create hierarchical relationships among account records in the event that:

  • there is a group of accounts with a parent company and N subordinate accounts;
  • there is an account with a registered office and N operating sites;
  • the invoicing customer is related to the target customer.

In this case, the hierarchy of companies is represented by means of a simple diagram at the bottom of the record. In the example shown in the diagram, ARCA S.S.D.A.R.L. is part of the 3Mb S:R:L: Mec Store group. By means of the links, you can open the records of the various accounts.

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