Help CenterSales Management – Accounts
The Accounts feature in the Sales Management module centralizes the creation, maintenance, and classification of customer or partner accounts.
It stores general information, bank details, addresses, contact details, and documents, supporting the full customer management lifecycle.
Access Path
Sales management -> Accounts
1. Purpose of Accounts
The Accounts feature allows organizations to:
- Register and manage customer and partner companies.
- Store tax, financial, and contact information.
- Configure payment terms and payment types.
- Maintain bank accounts, addresses, emails, and phone numbers.
- Upload and maintain account-related documentation.
- Provide a unified record used across Sales, Finance, and Operations modules.
This ensures customer data consistency and improves communication, billing accuracy, and operational efficiency.
2. Accounts Landing Page
The landing page displays a searchable and filterable list of all accounts.
2.1 Available Columns
- Name
- Tax Number
- Number (Phone)
- Company
Users can:
- Add Account
- Refresh data
- Apply Filters
- Export the list
- Choose visible Columns
Each row allows navigation into the detailed account profile.
3. Creating a New Account
Selecting Add Account opens a modal with the minimum required fields.
Required fields
| Field | Description |
|---|---|
| Name | Display name of the customer or partner. |
Optional fields
| Field | Description |
|---|---|
| Company | Scope of visibility (e.g., Tenant-Wide). |
Once defined, select Save or Save and New.
4. Account Details Page
After saving, the system opens the full Account profile, composed of two main areas:
- Header Information
- Details & Documents Tabs
4.1 Header Information
The header contains all general business and operational fields for the account:
| Field | Description |
|---|---|
| Name | Account's display name (editable). |
| Full Name | Legal or extended name. |
| Tax Number | Fiscal identification (e.g., VAT). |
| Industry Type | Industry classification. |
| Sector Type | Market segment. |
| Number of Employees | Company size indicator. |
| Annual Revenue | Informational financial size. |
| Currency | Default account currency. |
| Company | Visibility scope. |
| CAE / CAE1 / CAE2 | Classification of economic activities (country-specific). |
| Payment Terms | Default commercial payment terms. |
| Payment Types | Allowed payment methods for the account. |
| Assigned Contacts | User contacts internally assigned to this account. |
All fields depend on configuration available in the Control Center.
5. Details Tab
The Details tab manages structured data related to the account.
It includes four sub-sections:
5.1 Bank Accounts
Stores the customer’s bank details for payments and refunds.
Fields:
- Name (required)
- IBAN (required)
- SWIFT
Actions available:
- Add Bank Account
- Edit / Remove Bank Account
- Include Deleted: Yes/No
- Export
5.2 Addresses
Stores all physical locations associated with the account.
Fields:
- Address (required)
- Country
- State
- City
- Zip Code (required)
- Locality (required)
- Type (Billing, Shipping, Headquarters…)
- Primary (mark as main address)
Multiple addresses can be added.
5.3 E-mails
Stores the customer’s email contacts.
Fields:
- E-mail (required)
- Type (General, Billing, Support…)
- Primary
5.4 Phone Numbers
Stores contact phone numbers.
Fields:
- Number (required)
- Type (Mobile, Office, Support…)
- Primary
6. Documents Tab
This tab allows uploading and managing documents linked to the account record.
Typical examples include:
- Contracts
- Agreements
- KYC documentation
- Certification documents
- General customer records
Documents can be uploaded using Drag & Drop or Browse.
Each uploaded file appears in the table with:
- Document Name
- Date Created
7. Summary
The Accounts feature provides a full customer information framework enabling:
- Complete master-data management
- Consistency across Sales, Finance, and Operations
- Reliable financial and commercial processes
- Centralization of documentation and contacts
It is a core component for customer relationship management and operational integrity.
Related Articles
Sales Management – Contacts
Sales Management – Opportunities
Sales Management – Billing
Operations Management – Account Overviews