The Account record allows your firm to collect information about the companies your firm does business and interacts with. The Account record is supported by other records (matters, contacts, activities, etc.) that collectively give your firm a 360° view of your clients. From this vantage point, you can easily view from the top, and if you need to, you can easily drill into the details.
In Advologix, all Matters must be assigned to an Account. In essence, the Account record as it pertains to a Matter, is synonymous with the Client. All financial balances are rolled up to both the Matter and Account levels.
If you serve different locations or divisions your firm may choose to employee Account hierarchies. In Advologix, you can link multiple offices of a company together by using the Parent Account field on an account record.
Accounts Tab
Selecting the Accounts tab brings you to the Accounts Tab Home Page.
The Accounts tab displays a home page that lets you quickly create and locate all types of accounts.
Accounts List View Menu
You can also sort and filter your accounts using standard and custom list views.
- To show a filtered list of items, select a predefined list from the View drop-down list and click Go! to open that list
- Click Create New View to define your own custom view.
- To edit or delete any view you created, select it from the View drop-down list and click Edit.
Recent Accounts
- From Recent Accounts, you can click any account name to go directly to the account detail. Toggle the Show 25 items and Show 10 items links to change the number of items that display.
- The fields you see are determined by the accounts tab search layout defined by your administrator and by your field-level security settings
- Alternatively, click New to create a new account.
- Select an item from the drop-down list to display a brief list of the top accounts matching that criteria.
- Recently Viewed - The last ten or twenty-five accounts you viewed, with the most recently viewed account listed first. This list is derived from your recent items and includes records owned by you and other users.
- Recently Created - The last ten or twenty-five accounts you created, with the most recently created account listed first. This list only includes records owned by you.
- Recently Modified - The last ten or twenty-five accounts you updated, with the most recently updated account listed first. This list only includes records owned by you.
Reports
- Under Reports, click any report name to jump to that report.
- Alternatively, click Go To Reports to navigate to the reports tab.
Tools
Select any of the links under Tools to access utilities for managing your accounts.