Contact/Organization Page

The account page contains all the information and interaction history. By opening the record, the manager can quickly find out when and what was done for the client and immediately plan new activities in a couple of clicks. 

For example, when you are on the account page, you can create a new event, a task, an invoice, a project, and so on. 

How to Quickly Switch to the Account Page?

The account page can be opened anywhere in the system where there is a link to it. For example:

  • From the project list.
  • From the invoice page.

What does Account Page include?  

The following information is displayed in the side panel of the account card:

  • category;
  • responsible manager;
  • contact persons;
  • contact details;
  • all previous working history: past and planned appointments, completed and current tasks, projects, estimates, received payments, emails, etc;

For example, on the Invoices tab, there is a list of all issued invoices with payment statuses:

The Projects tab displays a list of active and archived projects:

From the account page, you can go to the necessary invoice, opportunity, project, or task, simply by clicking on the name.

From the sidebar you can:

  • issue an estimate, invoice, create project, opportunity, task, and event;
  • by clicking on the contact, go to its page;
  • when clicking on the name of an event, opportunity, task, or project, another window opens in the sidebar where you can enter information. For example, accept a task or close an opportunity.