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)