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How To Manage Accounts In Crm

What this does

This guide explains the CRM Accounts page.

Use it to search accounts, create a new account, review account details, manage addresses, and save updates.

Before you start

  • CRM is still a lighter section of the suite than the other apps, so document only the surfaces confirmed in code.

Steps

  1. Open CRM.
  2. Go to Accounts.
  3. Use Search if you need to find an existing account.
  4. Click New Account if you need to create one.
  5. Select an account from the list to open Account Details.
  6. Update fields such as:
  • Name
  • Type
  • Status
  • Notes
  1. Use Manage Addresses or Update Address when you need to work on address data.
  2. If you are creating or editing the main account address, use Find Address or Use Address when the lookup flow is more accurate than typing it by hand.
  3. If the account has multiple addresses, use the address tools to mark the right one as Default and archive older ones if needed.
  4. Click Save when changes are ready.

Why this matters across the suite

Accounts are part of the shared customer and billing context used throughout the suite.

If account data is incomplete or messy here, downstream workflows in apps like Booking and Invoice become harder to keep consistent.

That is especially true when jobs, bookings, estimates, and invoices are all supposed to point back to the same account and address context.

Common mistakes

  • Treating addresses as optional when the downstream operational flow depends on them.
  • Leaving account status and notes vague, which makes the record less useful later.

What to do next

If you need person-level context as well, continue into the CRM contacts area.

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