The Accounts index lists every customer account in your system and is the starting point for finding, filtering, and managing account records.
Navigate to CRM → Accounts.
Reading the Accounts Index
The index displays all accounts in a table. Each row represents one account and includes the account name, account type, assigned sales representative, primary phone number, and active status. Click any column header to sort the list in ascending or descending order.
Filtering and Searching
Use the search field at the top of the index to filter accounts by name. Results update as you type and match on any part of the account name.
To narrow results further, use the filter dropdowns above the table:
Select a filter category such as Account Type, Sales Area, or Status.
Choose the value to filter by.
The list updates immediately.
Multiple filters can be active at the same time. To remove a filter, clear the dropdown or click the × next to the active filter label.
Opening an Account
Click any row to open the account detail page. The detail page is divided into a Summary Pane showing key account information and a Contents Pane with tabs for contacts, activities, tasks, service history, and billing records.
Creating a New Account
Click New Account at the top right of the index. Fill in the required fields: Account Name (the trading name of the customer), Account Type (Customer, Prospect, or Supplier), and Sales Area (the territory the account belongs to). Click Save to create the account. It appears immediately in the index and is available for use across BMS modules including Service, Billing, and Stock.
Quick Actions
Each account row includes an action menu accessible from the right side of the row. From here you can edit the account's basic details or deactivate it. Inactive accounts are hidden from lookups across BMS but remain in the system and can be reactivated at any time.
Sales Area required. An account cannot be linked to service jobs or billing contracts until a Sales Area is assigned.