The [Accounts] section actions
In addition to the standard actions, the section also contains special actions.
Show duplicate accounts
The [Show duplicate accounts] action opens an additional page that contains all possible duplicates of the accounts. After the duplicates search is completed, records are added on the page automatically. Read more >>>
The action shows the list of the selected accounts on a map. Launching the action opens a window that displays accounts selected in the list. If the address is not filled in for all selected accounts, the action will not be performed. If the address is not filled in for some accounts or filled in incorrectly, then the corresponding information will be shown in the opened window.
Note
You can select multiple accounts in the section using the [Select multiple records] action.
If an account has several addresses populated, e.g., physical address and delivery address, the map displays all the specified addresses. To view the detailed description, click one of the addresses.
Note
If an account position is not accurate on the map, open the [Addresses] detail and set the point corresponding to the account location on the map.
Update with social networks data
This option allows you to populate the account page with additional information from Facebook. Read more >>>
Actions when saving a record
When you save an account record, additional actions are available.
Adding a new contact person for account
When you save a new account page, a message will appear prompting you to add a new contact person for this record. If you click the [Yes] button the page of a contact, where you can enter information about a primary contact for the account. Click the [No] button to cancel the action.
Duplicates search when saving a record
When you save an account, a duplicates search page might open. It means that this record might be already registered in the system. You can edit the new record or indicate that the records found are not duplicates of the new record being saved.
| Account summary | Displays summarized information about the company. The table contains the list of communication options and addresses of the company as well as the history of interaction with it. This print option is available on the account page in the [Print] menu. |
Reports
| Data sufficiency | The list of fields on the account page is given as a table. For each field the table contains the number of records where this field is filled in and the corresponding percentage. It also displays the number of entries that have no data in this field. |
See also
