The Accounts module is the centralised base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organisation.

Accounts Actions

You can access the accounts actions from the Accounts module menu drop down or via the Sidebar. The Accounts actions are as follows:

  • Create Account – Once clicked, a new form is opened in Edit View to allow you to create a new Account record.

  • View Accounts – Once clicked, you will be redirected to the List View for the Accounts module. This allows you to search and list Accounts records.

  • Import Accounts – Redirects you to the Import Wizard for the Accounts module. For more information, see Importing Records.

To view the full list of fields available when creating an Account, See Accounts Field List.

Managing Accounts

  • To sort records on the Accounts List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Account, see the Search section of this user guide.

  • To update some or all the Accounts on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Account, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To merge duplicate Accounts, select the records from the Accounts List View, click the Merge link in the Actions drop-down list, and progress through the merge process. For more information on Merging Duplicates, see the Merging Records section of this user guide.

  • To delete one or multiple Accounts, you can select multiple records from the List View and click delete. you can also delete a Account from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Account, click the Account Name in the List View. This will open the record in Detail View.

  • To edit the Account details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Accounts, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Account record, you can click the View Change Log button on the Account’s Detail View or Edit View.

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