Accounts

  • Created :Fri,12,2016
  • Last Updated:Thu,01,2018

This section is designed to create and manage accounts. The main window is represented by the list of all accounts in the system.

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Adding New Account

In order to setup new account click On Add New Button. Fill all required details and click on save button.

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Email is where all rate sheet emails and other emails will be sent.

Billing Email is where all billing related emails will be sent e.g invoices, payment reminder etc.

 

Billing

In order to bill your customer please make sure Billing is enable: 

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In order to manage rates/IPs against Account make sure Customer OR Vendor is enable :

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Bulk Account Update

You can bulk update Accounts by clicking on Action > Bulk Actions.

 

bulkAccountUpdate

 

Select the fields you want to update and click on Save.

 

 

Icon Description
Add Opportunity
    View Customer/ Vendor Activity chart
  Access Credit Control section 
  Edit Account
  View Account activity e.g. Email/Notes/Tickets/Tasks
  Customer section to manage customer rates and download rate sheets in different formats
  Vendor section to manage vendor rates and download rate sheets in different formats
AccountLog View Account change history 
 Authentication Rule
 Account Asubscriptions