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 on the business (opportunities and contracts), project execution, and payments.
To go to the Account Details view, click the account name on the "Accounts" page.
You will see the following in the Account Details view.
Account number
Cloud automatically assigns a unique identifier to every account. You can see the account number in the top-left corner.
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 will need the "Manage account number" permission or be a member of a group that has it to change the account number.
If the account is a subaccount of an account, you will see the name of the primary account in Green in the top-left corner.
Details
In the section on the left under the Details tab, you will see the following:
Account details
In the Details section on the left, you can add or update the account details, such as primary and secondary email addresses, website, phone number, and fax number.
You can also change the salesperson for the account. The assigned salesperson will automatically be added as a resource for opportunities created for the account.
To edit the details, click "Edit" at the top of the section; all details are editable.
Pinned notes
In the Pinned Notes section on the right, you can see all notes that have been pinned for the account.
Check out this section in this article for more details.
Addresses
Next to the addresses shown on the right, you can add more site addresses and billing addresses, each with a unique name.
Check out this article for more details.
Business and payments
The Opportunities, Projects, Service Contracts, Subscriptions, Service Calls, Billing, and To-Do tiles will display data after you add opportunities, win them, execute projects, initiate service contracts associated with the account, and send invoices.
These tiles display different filters relevant to them.
Opportunities
Clicking this tile displays the available opportunities, including their priority, budget, stage, and other relevant details.
You can go to the Opportunity Details view by clicking the opportunity name.
You can also change the opportunity stage.
Projects
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.
Service Contracts
Clicking this tile will display the service contracts associated with the account, including the associated project, contract name and type, contract value, and start and end dates.
You can go to the Contract Details view by clicking the contract name.
You can also change the contract status.
Subscriptions
Clicking this tile will show the account's subscriptions, including their billing frequency, length, dates, and prices.
You can go to the Subscription Details view by clicking the subscription name.
You can also change the subscription status.
Service calls
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.
Billing
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, if the accounting integration is enabled, a QuickBooks Online or Xero invoice number.
Invoices that have not yet been sent to the customer will show the "Draft" status.
To Dos
Clicking this tile displays all to-dos added for opportunities and projects associated with the account.
Contacts
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.
Check out these articles for more details.
Subaccounts
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.
Files
Under the Files tab, you can add any PDFs or documents as needed.
Notes
Under the Notes tab, you will see options to add notes and also pin them to the Pinned Notes section under the Details tab.
Activity
Under the Activity tab, you will see the list of activities related to changes in the details of the account, the opportunities, and the projects associated with the account.