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 AdvologixPM, 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 AdvologixPM, you can link multiple offices of a company together by using the parent account field on an account record.
Navigate to the Quick Start Tab
Accounts
- Click Read More to expand the data.
- Click Go There Now to add an account.
Create a New Account
Click the New Account button.
Add Detail
Fill in the Account Information and Address Information sections as desired.
Any field with a vertical 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 a new blank create page for an additional new account.
- Click Cancel if you wish to not save the new account at this time.