Clicking on the Accounts tab displays the accounts home page. 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
Click the Accounts Tab
Choose an Account List View
- Select an Account view from drop-down.
- Click GO, to navigate to the different Accounts List Views.
Choose an Account
- Click an Account Name to open and view an Account's detail.
- Alternately Create a New Account