D-Tools

Adding accounts to Cloud

How to enable address-validity check for the billing and site addresses of accounts

Enabling address-validity check for account addresses

How to add one or more subaccounts to an account on Cloud

Adding a subaccount to an account

How to add the billing and work site addresses to an account

Adding site addresses to an account

How to set a contact as the primary contact for the account

Setting the primary contact for an account

How to manage the business and payments of an account

Managing an account

How to add the history of important communication to an account

Adding Communication History to an account

How to mark an account as tax-exempt on Cloud

Marking an account as tax-exempt

How to mark accounts you are currently not doing business with as Inactive

Marking an account as Inactive

How to filter the list of accounts and subaccounts to see only a specific set of them

Filtering the list of accounts

How to export the details of accounts from Cloud

Exporting accounts from Cloud

Deleting an account from Cloud

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Learn how to add and manage accounts and subaccounts

Manage Accounts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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