5. Accounts

The Account Entity

The Account (Household) entity represents a collective unit of individuals grouped together, like a family or shared living arrangement. It is a central hub for managing household-related aspects. Contacts (Adult and Child) are associated as members, establishing familial relationships. By maintaining a relational structure between the Account and Contacts, users can easily track the relationships among family members, such as parents, children, or any other relevant connections.

You can access Accounts in the main menu section on the left-hand side of the application window under Customers.
They provide the complete history and context for all interactions with an organization for customer relations.

Aggregating data at the Account level provides powerful insights gathered for information about relationships.

5.1. Create New Account

Open the Accounts Section: Select Accounts under Customers from the menu bar on the left-hand side of the application window. This is where you manage Account and Household records.

Create a New Account Record: Click the + New button.

Continue with the following steps:

1. Switch the form to Household.
2. Input the required information under the General tab. Selected Contact address details will be displayed below the contact lookup.
3. Click Save or Save & Close.

5.2. Edit Account

To edit an account, select Accounts under Customers from the menu bar on the left-hand side of the application window.

Select the record you wish to update, then click on the blue checkbox.

Click on Edit.

In the General tab, edit Account details.

Hit Save or Save & Close once all updates have been completed.