The Account main menu enables users to perform different actions to the Account record: 

Edit an Account

Account records can be edited by clicking on the Edit Icon

Once the account has been edited click Save or Undo

To edit an Account primary address or Billing address you will have to edit the Site address. For more information on how to do this, please visit Using Account and Contact Addresses.

Add Notes to an Account

Notes can be added to the account record by clicking Note icon. Click here to find out more about Creating & Using Notes.

Add Links to an Account

Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu.

Select the item type that you would like to link to the Account, select the Relationship then click Add.

 

Creating Multi-Select Links

Use the Select button on a list to select multiple items from a list to link.  For instance you may have multiple Group Companies that you would like to Link to a Parent Account.

Creating document templates from an Account

Document templates can be created against Account records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template page. 

Creating new items for an Account

Child items can be created for each account record by clicking the Plus icon next to action Menu

Please see related articles as below on how to create new items for Accounts :

• How to Create Activities 
• How to Create Appointments 
• How to Create Opportunities and Quotes 
• How to Create Profiles 
• How to Create Projects 
• How to Create Notes
• How to Create Sites

Further Account Actions

Further actions can be performed at account level from the Action Menu

Add Member to an Account

Different Members can be added to an account records alongside their roles. Please see below how to add members:

Delete an Account

Account records can be delete by selecting Delete from the Action Menu.

Make an Account Dormant

Accounts can be made dormant by clicking the Dormant option in the Action Menu. This action will hide the record from the Accounts list. All dormant Accounts can viewed from the Accounts list go to All then select Dormant

Print

To print an account record select print from the Action Menu

Update Contact Addresses

When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action Menu:

Account Recent events

Users can view recent events against an account if they navigate to the Recent Events page

Account Categories

In addition to user defined fields unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as well if the same terminology is used. Typical applications may be where an organisation has many service lines that may be applied to, say, an Opportunity.

To find out more about using categories visit the Categorise Your Data page.