Accounts

Companies, venues and planners with more than one contact, so their people and orders sit together.

An account is a company, a venue or a planner you work with through more than one person. The account holds its contacts and shows every order placed through them.

Steps

  1. Open a contact who works for the company.
  2. In the Contact section, pick or type the company in Account.
  3. Click the account's name to open it.
  4. On the account, the Contacts tab lists its people. Press Add contact to add another person straight to it.
  5. The Orders tab lists every order for the account.

Good to know

  • Accounts is not on the menu. You reach an account from the Account on a contact, a quote or an order.
  • A quote and an order take the account from their contact, so you do not set it on them.
  • An account has its own Type, phone, email, website, address and notes.
  • Accounts are on Pro and the license, not on Lite.

If something goes wrong

  • The company is not offered in Account. It has not been made yet. Ask your admin, or anyone who can create accounts, to add it.
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