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.
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, use the Search section .
To update some or all the Accounts on the List View, use the Mass Update panel.
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.
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.
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.
To Import and Export Accounts click the Import and Export sections .
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.