Viewing Account Details

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Clicking an account name in the Search Results page displays the Account Details page, as shown in Figure 1.

 

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Figure 1 The Account Details Page

You can view the following information:

Primary Information - account ownership and other basic information, including any alerts that might be set for the customer.
Phone Numbers - contact numbers for this account.
Addresses - the mailing addresses for this account.
Email Addresses - the email addresses associated with this account.
Additional Details - contains any free form notes entered for this account.
Record Information - contains the following information:
When was the account created?
By whom was the account created?
When was the account last modified and by whom?

Note: An account can have any number of mailing addresses, email addresses, and phone numbers as necessary. Also, all the phone numbers and addresses apply to the account in general, not necessarily to a particular contact for an account.

Since all accounts are public in ConcourseSuite, all users having access to an account can view and modify it. Hence, the account owner may not be the person who last modified the account.

Modifying an Account

Click Modify on the Account Details page to modify the account details. The Modify Account page is displayed, as shown in Figure 2.

 

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Figure 2 The Modify Account Page

Click Update to commit the changes or Cancel to abandon them.

Deleting an Account

Click Delete Account on the Account Details page to delete an account. A pop-up window is displayed to confirm the deletion of the account, as shown in Figure 3.

 

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Figure 3 Confirm Delete Pop-up Window

Adding an Account

To add an account, click the Add link on the menu bar or click Add Account on the Search Results page. The Add Account page is displayed, as shown in Figure 4.

Note: The Add page contains more details, and a truncated form of the page is shown in Figure 4.

An account can represent an organization, or an individual. The type of account you are creating is the first field you must enter. If the account type is an organization, then the Organization Name is a mandatory field. If the account type is an individual, then the Last Name is a mandatory field. However, you can enter all information that you possess about this account to enable you to easily find the account in searches you perform later.

Enter details in the following sections to add an account:

New Account Details, such as Account Type, Classification, DUNS Type and DUNS Number, and so on

 

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Figure 4 Adding an Account - Account Details

Phone Numbers

 

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Figure 5 Adding an Account - Phone Numbers

Addresses

 

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Figure 6 Adding an Account - Address

Email Addresses

 

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Figure 7 Adding an Account - Email Addresses

Additional Details

 

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Figure 8 Adding an Account - Additional Details

You can select one of the following options at the bottom of the page:

View account details - Selecting this option enables you to view the account details.
Add a contact to this account - Selecting this option enables you to add a contact to the account.

Selecting the Copy email, phone and postal address option enables you to add new contacts without having to re-enter these details. This option is enabled only when you select the Add a contact to this account option.

Click Insert to save the account.

If you selected View account details option before inserting the new account, you are taken to the Account Details page, as shown in Figure 1.

If you selected the Add a contact to this account option before inserting the new account, you are taken to the Add Contact page, as shown in Figure 9. You may enter the relevant details and click one of the following options:

Save - to save the contact.
Save & Clone - to save the contact and add new contacts to the same account without having to re-enter common information.
Cancel - to exit this page without saving.

 

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Figure 9 The Add Contact Page