You can add a new Account from the Home page Navigator menu. 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.
Navigate to the Home Tab
Find the Navigator Menu
Click Show Navigator to open
Choose General in the Navigator
Click Setup in Navigator menu
Add a New Account
Choose Add A New Account
Add Detail
- Add Account for your new Contact
- Add Address Information for your new Contact
- Add Address Information for your new Contact
- Click Save to save your New Contacts information in the Advologix system
- Optionally, select Save & New to go directly to a NEW blank contact form to add another New Contact
- Any field with a red line is a required field and must be filled in to save the record.
Description Information
Add additional details as needed
Copy Billing Address & Shipping Address
Save time by selecting Copy Billing Address to Shipping Address if the billing and shipping addresses for the account are the same.
Create A Billing (if applicable)
Save Your Work
- Click SAVE to save your work
- Click SAVE & NEW to save your work and automatically be navigated to an new blank Create page for an additional new account
- Click CANCEL if you wish to NOT save the New Account at this time