CompleteEmpire

Exploring the Accounts View

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The most important requirement for a business is to be able to manage and record its interaction with customers, clients, partners and staff. The basis of this is a record or an Account. An Account is set up for each transaction and is the main way to track and monitor activity.  

The Accounts view is at the core of CompleteEmpire and it is essential that the data recorded is accurate and complete.

Accounts View

  1. Click {Accounts}  -  opens Accounts View. Find Accounts under CRM in the Main Menu.
  2. Accounts Work Area Header.
  3. Accounts Work Area Quick button group.
  4. Advanced Search Panel  -  Opens automatically when the Accounts View is selected.
  1. The Advanced Search Bar is automatically opens in the Accounts view. Close using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
  2. Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
  3. The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
  4. Add or remove displayed columns -  click on the ellipses to the right of the column title and select {Columns} tick the boxes to select or hide columns.
  5. Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.

Selecting an Account

  1. Select account by clicking once anywhere in the displayed entry. Double click to open immediately into the Account Summary view.
  2. The Search Bar offers a number of filters to assist in searching for relevant Account by ID, name, type or activity area, locations or status.

Accounts Quick Access button group

  1. [View Summary]  -  Opens the highlighted accounts in the Accounts Summary view.
  2. [Create New]   -   Opens the New Account window.
  3. [Edit]  -  Opens the highlighted account in the Accounts Edit view.
  4. [Bin]  -  Deletes the highlighted account. Opens a confirmation window  "Are you sure?" Yes/No.
  5. [Refresh]  -  Refresh the displayed screen to review changes once saved.

 

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