User Manual > Working with Accounts > Accounts Association

Accounts Association

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Once an account is created, you can associate various other details with it (such as contacts, potentials, activities, attachments). By associating other details you can get a comprehensive view of the accounts.

Attachments

This feature enables you to attach documents, spreadsheets and presentations to the account. You can attach them in the following ways:

Create Potentials 

To create potentials
  1. In the Accounts Details page, the existing potential details, if any, are displayed.
    • Click Potential Name, Amount, Stage, Probability (%), Closing Date, or Type links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the potentials respectively. 
  2. Click New. 
  3. Enter the potential details.
  4. Click Save.

Add Products

To add products
  1. In the Accounts Details page, the existing product details, if any, are displayed.
    • Click Product Name, Product Code, Product Active, Manufacturer, Support Start Date, or Support Expiry Date links to sort the display order of the records.
    • Click the relevant Del link to delete the record. 
  2. Click New. 
  3. Select the check box(es) corresponding to the product. Note, that the products will be available in the list only if you add them using the "Product" module.
  4. Click Add to Account.

Create Contacts

To create contacts

  1. In the Accounts Details page, the existing contact details, if any, are displayed.
    • Click Contact Name, Email, Phone, Mobile, or Fax links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the contacts respectively.
  2. Click New. 
  3. Enter the contact details. 
  4. Click Save.

Add Notes

To add notes
  1. In the Accounts Details page, the existing note details, if any, are displayed.
    • Click Title, Note Content, Modified Time, Created Time, or Owner Name  links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the notes respectively.
  2. Click New Note.
  3. Do the following:
    • Enter the Title. It is mandatory.
    • The system displays the Owner Name. Click to change the owner's name. 
    • Enter the Note Content in the text box.
    • Click Save.

Open and Close Activities

To create a task or event
  1. In the Accounts Details page, the existing task or event details, if any, are displayed.
    • Click Subject, Activity Type, Status, Due Date or Owner Name   links to sort the display order of the records.
    • Click the relevant Edit, Del, or Close link to modify, delete, or close the task respectively.
  2. Click New Task/New Event. 
  3. Do the following:
    • The system displays the name of the Task Owner. Click to change the task owner.
    • Enter the Subject name, or click to select the subject name from the list.
    • Enter the Due Date in mm/dd/yyyy format, or select the date from the calendar displayed.
    • Select "Contact" or "Lead" from the list, and then enter the name in the adjacent box.
    • Select the Status and Priority from the respective lists.
    • Select the Send Notification Email check box, if required.
    • Select the Remind At check box, if required.
    • Enter the Description in the text box. 
    • Click Save.
Note: Once the activity is over, you can close the activity using the Close link.

Create Quotes

To create quotes
  1. In the Account Details page, the existing quote details, if any, are displayed.
    • Click Subject, Quote Stage, Valid Till date, or Carrier  links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the quotes respectively.
  2. Click New.
  3. Enter the relevant details.
  4. Click Save.

Create Sales Orders

To create sales order
  1. In the Account Details page, the existing sales order details, if any, are displayed.
    • Click Subject, Status, Customer No., Due Date, Excise Date, or Sales Commission links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the sales orders respectively.
  2. Click New.
  3. Enter the relevant details.
  4. Click Save.

Create Invoices

To create invoices
  1. In the Account Details page, the existing invoice details, if any, are displayed.
    • Click Subject, Status, Invoice Date, Due Date, Excise Date, or Sales Commission  links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the invoice respectively.
  2. Click New.
  3. Enter the relevant details.
  4. Click Save.

Create Member Accounts

These are secondary accounts added to an existing parent account. In other words, this allows having separate accounts with different divisions within a parent company, thus providing the scope to view individual accounts as well as the consolidated accounts within the parent account.

  1. In the Account Details page, the existing member account details, if any, are displayed.
    • Click Account Name, Phone, Website, Account Type, Industry, or Annual Revenue  links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the member acocunt respectively.
  2. Click New.
  3. Enter the relevant account details.
  4. Click Save.

Create Cases

To create cases
  1. In the Account Details page, the existing cases details, if any, are displayed.
    • Click Subject, Case Reason, Email, Status, Priority, or case Type  links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the cases respectively.
  2. Click New.
  3. Enter the relevant details.
  4. Click Save.

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