Opening an Account

There are several ways to open an existing account, i.e. its details view. You can use the global search function (the input field in the upper right corner of the page), or the clipboard (if you placed the account there). Furthermore, you can search for accounts on the corresponding main page that can be opened via the left navigation bar:

Type a part of the account name into the input field in the main section of the page (or leave this field empty to find all accounts) and submit your query. No distinction is made between upper and lower case letters. German Umlauts will be treated like the corresponding vocals without umlaut (ä like a etc.), however not vice versa (oe will not find ö). On the results page the matching accounts are listed:

Klick an account in the list to open its details view.

Major Account Data and Functions

In the upper part of an account’s details view the major pieces of account information can be found. Furthermore, a button bar for performing account-specific actions is available:

• Edit: Using this button you can edit the master data of the account (such as the account name or the web address of the company).

• Delete: Deletes the account. This option is is only available if the account is empty, i.e. no contact persons oder other data are attached to it.

• Merge Account into Parent Account: This button is only available if the account is a sub-account of another account. Use this function if you want all contact persons of the account to be transferred to the parent account. Please use this function carefully since it cannot be reverted.

• Add to Clipboard / Remove from Clipboard: Depending on whether the account is in your clipboard or not, one of these buttons is visible.

Data Associated with the Account

In the main area of this page, tabs are available by means of which you can access the data associated with the account and the account details:

• Contacts: The list of contact persons assigned to the account.

• Actions: Here, the most recent actions of persons assigned to this account are listed. This tab has two submenus, New and Show All:

  • New: By means of this submenu you can create a new activity, a new todo or a new diary entry for a person of this account.
  • Show All: The items in this submenu let you display the list of all todos, activities, diary entries, e-mails, events, mailings, or mailing log entries.

• Details: On this tab, those account fields are displayed to which values were assigned. The Edit button on this tab has the same function as the Edit button below the account name.

• Collections: Here the list of collections to which this account has been added can be seen.

• Sub-Accounts: An account can be the parent account of other accounts (for example its branches), which are listed on this tab. The tab is only present if the account has sub-accounts.

• Locations: For each account, any number of locations can be defined. On this tab, the locations of the account concerned are listed. Click a location to open its details view for editing or deleting the location. Or click New on this tab to add a location to this account.