Account - Account View
The Account View page is divided into the following sections:
| Section | Description |
| Actions | The following Actions can be taken. Edit - Opens the Customer Edit page.Print Statement - Generates a printed statement for the selected customer. Email Statement - Generates an email with a statement attachment for the selected customer. Email - Generates an email for the customer. Records - Opens a Records modal window for this customer. |
| Customer Information Boxes | These boxes provide general information about the company. Total Balance - shows the total balance of all customers orders. A breakdown of 30-60-90 balance can be viewed by hovering mouse over Total Balance box.Current Order - shows the total value of current orders. Active Quotes - shows the total value of active quotes. This Year - shows the total value of orders this year. Last Year - shows the total value of orders last year. Average Days to Pay - shows the average number of days it takes for an order to be paid. |
| Customer Details | This shows general company details. |
| Notes | This shows any Notes for the company. To edit, add, or delete Notes. (See General-Notes) |
| Contacts | This shows any Contacts for the company. To edit, add, or delete Contacts. (See CRM-Contacts) |
| Tasks | This shows any Tasks for the company. To edit, add, or delete Tasks. (See Communications-Tasks) |
| Orders | This shows any Orders for the company. To edit, add, or delete Orders. (See Quotes/Orders-Orders) |
| Items | This shows any Items for the company. To edit, add, or delete Items. (See Quotes/Orders-Items) |
| Accounting | This shows any balances, payments, and entries for the company. To edit, add, or delete Balances, Payments, and Entries. (See Customers-Accounting) |