This article outlines the process of creating a new account for an entity and automatically copying existing client details.
Remember entities are the actual legal status of the person or organisation and is used to track the specific personal records and information (such as date of birth for an individual or date of incorporation of a company). Whereas a person can have many different accounts an entity is unique to one person or structure.
Open the existing Entity
Open the Entity, use Supersearch at any time from any area of CompleteEmpire or locate the Entity via CRM>Accounts and use the Search bar on the right of your screen.
- Scroll to or click on {Linked Entities} to move focus to the Linked Entities window in the Account Work Area.
- To create a new Account us the [+] Create New Button to open a New Account window.
Create a New Account
- Enter the new Account name and complete the remaining details.
- Ensure that the 3 tick boxes are ticked.
- Click [OK] to proceed to the account edit page.
Account Edit View
- Complete/edit as may fields as possible within the account Edit view. Refer to Exploring Accounts - Edit View
- Scroll to or click on {Linked Entities} to move focus to the Linked Entities window and check the entry has been correctly added for the account.
- Scroll to or click on {Relations} to move focus to the Relations window and create a new relationship use the [+] Create New button to open a new entry line.
- Select the Relationship type and Reciprocal Relation Type form the drop down list. Refer to Relationships explained
- Click [Save] to save. You have now added the account to the entity using the entity details, edited and updated the account including relationships and can now proceed with your work.
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