Account page

Account profiles are localed on the left. They contain basic information about the account and its primary contact.

The action panel, which contains activities, posts and emails, created when working with the account, is located at the top of the page.

Tabs, which contain account fields and details, are located below the action panel.

Name	Official name of the company.
Type	Type of the account depending on its role in relation to your company, such as “Customer”, “Partner” or “Insurance company”.
Owner	Name of the employee responsible for working with the account.
Web	Company web-site.
Primary phone	Primary phone number for contacting this account.
Category	Category that defines how important the account is for your company. For example, “A“ – top importance, “D“ – low importance.
Industry	Business field that the account operates in, for example, “IT Company”, “Business services”, or “Manufacturing and distribution”.

The primary contact profile is located below the account profile and displays full name, job title, work and mobile phone numbers, an email address of the primary contact for the current account.

The tab contains primary information on the account, such as segmentation detail, communication options, connections to other contacts and accounts, banking details.

Alternate names	Aliases or additional names of the account
Primary contact	Name of the main contact person for the account
Company code	Unique code of account It is used to distinguish companies with identical names. The account code is non-editable and is filled in automatically based on the specified template. Use the “Account code mask” system setting to customize auto numbering for legal entities.

No. of employees	Approximate number of employees in the company, for example “51–100” or “501–1000”.
Business entity	Type of legal entity of the company, for example, “LLP”, “Ltd.”, or “Inc.”.
Annual revenue	Possible annual revenue ranges for companies, for example, “15–20 million” or “20–30 million”.

Address type	Type of account address, for example, delivery, legal, actual address, etc. It is defined when a record is added, but can be changed.
Address	Street, building number and other details of the company address.
Country	Location of the company. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, then when you fill in the [City] field, the [Country] field will be filled in automatically. Similarly, if you enter a province in the [State/province], the [Country] field will be filled in automatically. When you fill in the [Country] field, the [State/province] and [City] fields will show only those regions and cities that correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. Use the [Districts] lookup to associate a district with a country.
State/province

City
ZIP	Postal code of the company.

Phone and fax numbers, web and email addresses and social network profiles of the account.

Primary phone	Phone numbers that can be used to contact the company. Communication option types are defined when a record is added, but can be changed.
Alternate phone
Fax
Web	Website and email addresses of the company.
Email
Facebook	Social network profiles of the account. A separate page is used to link social network accounts to accounts.
Twitter

If an account has multiple web addresses, the list displays the address that was entered last.

– call the company. The button is displayed on the page if at least one field of the “Phone” type is filled in.

– opens the search page in Facebook where you can select a social network account of the account to add it as a communication option. If a Facebook account has already been added as a communication option, the button will be displayed in a blue color. When it is clicked, it will open the Facebook page of the account.

Account	Name of the company whose banking details are given. This is a non-editable field.
Opportunity name	Name or type of the company's banking information, such as “Primary bank account”.
Manager	Names of the chief accountant and CEO of the company.
Chief accountant	Names of the chief accountant and CEO of the company.
Country	Country of the banking details for the account If the selected country has a specific template for banking details in the [Countries] lookup, then this template will appear in the [Banking details] field.
Banking details	Complete information on the company's banking details, for example, account number, SWIFT number, ABA Code, etc.
Notes	Additional information about the banking details,

Type	Type of the noteworthy event, for example, “Company day“. It is defined when a record is added, but can be changed.
Date	Date of the noteworthy event.

This detail displays information about the company contact persons and structure.

Account	Name of the company whose organization structure is established. This is a non-editable field.
Part of	The department that includes the given department. This is a non-editable field. It is only displayed on the page of the division that has a parent element.
Division	Name of the company division. If you select a value in the [Division] field, this field will be filled in with the selected value.
Department	Name of the company department.
Manager	Name of the division manager.
Notes	Additional information about the division.

[Add subordinate item] – adds a subordinate item for the selected one, for example, a unit within a department.

This detail displays contacts for whom this company is indicated as the main and current place of employment.

To add a new contact to the system, use the [New] button on the detail. A new contact page will open with the current account specified. Once the page is saved, the employment history detail will display the record about the contact's new place of work.

Account	Name of the company which a relationship is established for. This is a non-editable field.
is a/an	Relationship type, for example, “Partner” – “Holding company”. When you select a relationship, the inverse relationship type is automatically filled in the [Inverse relationship] detail.
for contact / for account	Name of the company or person who is connected to this account.
Actual	The checkbox indicates whether the relationship is relevant at the present time.
Notes	Any additional information about the entities.

– chart showing the account connections. The chart shows the “Holding company – Subordinate company” type connections of the account.

You can change the type of the displayed connections using the “Connection type - "Parent account” system setting.

Tasks connected with this account. The detail displays information from the [Activities] section. To connect an activity to the account, fill in the [Account] field of an activity page.

The list of the subscriber's incoming and outgoing calls. This detail displays information from the [Calls] section. To connect a call to a contact, fill in the [Contact] field of the call page.

Emails connected to the current account. To connect an email to the account, fill in the [Account] field of an email page.

History of orders connected to the selected contact. The information on the detail is available in read-only mode. The records will be added on the detail automatically as you create them in your order management system.

The [Orders] detail will display the information after you set up bpm’online integration with the system that you use to manage orders.

To view detailed order information, select the record on the detail and select the [Edit] option in the [Actions] menu.

Number	Number of order.
Date	Order registration date.
Order channel	Order source, for example, “Shopping cart”, “Mobile app”.
Account	Company (and contact name, if necessary) that the order is generated for.
Contact
Actual end date	Actual date of order completion.
Total, base currency	Total order amount in the base currency.
Status	Current status of order, for example, “Planned” or “In process”.

Order	Number of the order in which the product is added
Product	The name of the product that was added to the order.
Price, base currency	Price per product unit in the base currency.
Quantity	Number of product units in the order.
Unit of measure	Measuring unit for product quantity.
Discount, %	The discount percentage given on the product.
Total, base currency	The total cost of products including any applied discount.

Additional information about the account, as well as files and web-resources related to the account. Read more

Use this detail to store files and links related to the account. For example, on this detail you can add documents that reflect the accounts relationship history, or links to the company's web resources.

The [Notes] detail is used to store additional text information about the account. You can edit and organize notes on the detail. If you switch to another tab of the account page, the information on the [Notes] detail will be saved.

The [Feed] tab displays the messages from the [Feed] section that are connected to the current account.