On Cloud, you can add your customer accounts individually using the "Add account" workflow or import multiple accounts from a CSV file. In both cases, you will only need the account name. However, this may be inadequate for conducting business with them. If you did not specify all account details when adding the account, you can add them from the Account Details view.

The Account Details view also provides all data related to the business (opportunities and contracts), project execution, and payments related to the account.

To add or update the details of an account, click on the account name, which will show the existing information.

The following is a screenshot of the Account Details view.

Cloud automatically assigns a unique identifier to every account. The number is assigned sequentially. The default number format is A - (number).

You can change this format under "Settings > Custom > Number formats."

Check out this article for more details about changing the number format.

You can classify accounts as "Individual," "Business," or "Institution" from the Account type dropdown at the top.

You can use the Types filter on the Accounts page to filter accounts by a specific account type. This can help collate email and other contact details for accounts of a particular kind to send marketing emails and other communications.

Check out this article for more details about filtering accounts.

If the account is a subaccount of an account, you will see the name of the primary account in the top-left corner.

Under the Account Information tab, you can add account details, such as primary and secondary email addresses, website, phone number, and fax number.

You can also add multiple work site addresses, each with a unique name.

Check out this article for more details about adding site addresses to an account.

Next, under the Contacts tab, you can assign existing contacts or add new ones to the account. You will need to specify the primary contact, who should be automatically assigned to all business engagements with the account.

Here, under the Subaccounts tab, you can see the subaccounts for the account. Each subaccount will be listed in a tile, along with its name, email, phone number, and billing or site address.

Check out this article for more details.

The Notes and Activity tabs will show data when you start working on the opportunities associated with the account.

Under the Files tab, you can add any PDFs or documents as needed.

Here, you will need to assign a Salesperson to the account. The assigned Salesperson will be automatically added as a resource for the opportunities created for the account.

The Opportunities, Projects, Payments, Subscriptions, Service Calls, and To-Do tiles will display data after you add opportunities, win them, execute projects, and initiate service contracts associated with the account.

Clicking this tile displays the available opportunities, including their priority, budget, stage, and other relevant details.

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You can go to the Opportunity Details view by clicking the opportunity name. You can also change the opportunity stage here.

Clicking this tile will display the projects associated with the account, including their overall value, service contracts, project stage, and other relevant details.

You can go to the Project Details view by clicking the project name. You can also change the project stage here.

Clicking this tile displays the payment terms and invoices for projects, service contracts, subscriptions, and service calls associated with the account.

Terms

On the "Terms" tab, you can select Projects, Contracts, or Subscriptions and then select the relevant project, contract, or subscription to view its payment terms.

The terms will be listed along with the dates, amount, and invoice number assigned by Cloud, depending on the invoice number format set under "Settings > Custom > Number Formats."

Invoices

On the "Invoices" tab, you will see the invoices for the projects, service contracts, subscriptions, and service calls associated with the account. The invoices will display the invoice number, dates, amount, and a QuickBooks Online or Xero invoice number, if the accounting integration is enabled.

Invoices that have not yet been sent to the customer will show a status of "Draft." You can use the filter at the top of the table to filter the invoices by any criteria.

Clicking this tile will show the subscriptions associated with the account, along with their billing frequency, length, dates, and prices.

You can go to the Subscription Details view by clicking the subscription name.

Clicking this tile will display all service calls logged for the account, including the associated project and contract, the assigned resource, and additional details.

You can go to the Service Call Details view by clicking the service call name. You can also change the call status here.

Clicking this tile displays all to-dos added for opportunities and projects associated with the account.