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 only need the account name. However, this may not be enough to do business with them. If you did not specify all account details when adding the account, you can add them in the Account Details view.

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

To go to the Account Details view, click the account name on the "Accounts" page.

You can see the following in the Account Details view.

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.

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

If you have enabled an accounting integration, Cloud displays a link to export the account to the accounting software, or the account name in the software if it is already exported. When you click the link, you can view the account details in the accounting software.

In the section on the left under the Details tab, you can see the following:

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 is automatically added as a resource for opportunities created for the account.

To edit the details, click "Edit" at the top of the section; you can edit all details.

In the Pinned Notes section on the right, you can see all notes pinned for the account.

Check out this section in this article for more details.

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.

After you add opportunities, win them, execute projects, initiate service contracts associated with the account, and send invoices, you should see data in the History, To-Dos, Opportunities, Projects, Service Contracts, Subscriptions, Service Calls, and Billing tabs.

Each tab displays different relevant filters.

Under this tab, you can log important communication events with the customer, such as emails, texts, calls, and in-person visits.

Check out this article for more details.

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

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

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

Clicking this tab displays the service contracts associated with the account, including the associated project, contract name and type, contract value, and start and end dates.

Clicking this tab displays the account's subscriptions, including their billing frequency, length, dates, and prices.

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

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

Milestones

On the "Milestones" tab, you can select Projects, Contracts, or Subscriptions from the dropdown, then choose the relevant project, contract, or subscription to view its payment milestones.

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

Invoices not yet sent to the customer display the "Draft" status.

Under the Contacts tab, you can assign existing contacts or add new ones to the account. You 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.

Under the Subaccounts tab, you can view the account's subaccounts. Each subaccount is listed in a tile with its name, email, phone number, and billing or site address.

Check out this article for more details.

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

Under the Notes tab, you can add notes and pin them to the Pinned Notes section under the Details tab.

Under the Activity tab, you can see a list of activities related to changes to the account details, opportunities, and projects associated with the account.