In this article, we will show you which functions you can find directly on the Account detailed card and what data you can record there.
1. Detailed card header
You can navigate between tabs in the Account detailed card header. The first two tabs, Basic Information and Other Information are used for recording information. The most important tab is History. This is where you will find a complete record of what you have been through with the account or what you will be working on in the future. In the Discussion tab, you can add posts about the Account for other Raynet users to read.
- You can mark a client as a favorite by using the star. This will add them to your Bookmarks panel on the Raynet Dashboard.
- You will also find a green plus button on the account detailed card, which you can use to add a related Contact, Deal, Quote, Project, or create any activity for the Account: Task, Meeting, Event, Email, Phone Call, and Letter.
- The three dots button provides you with additional actions: Google it, Export, Security, Merge with a different account, Refresh, Invalidate, and Delete. These actions are covered in a separate article, which can be found here.
2. Basic Information tab
Tip: If you are interested in relating your Accounts, e.g., subsidiary to the parent company, take a look at our detailed article where we discuss this topic in depth.
3. Other Information tab
4. Custom Fields tab
If you create your own field for Accounts, a tab called Custom Fields will appear on the Account card. You can find out which types of fields you can create and how to do so here.
Each user has the option to hide the custom fields that they do not need to see. Just click the Settings button (see picture) and specify which of the panels you want to see by using the checkbox.
5. History tab
The History tab shows a timeline of all the activities that have taken place with the Account (or contacts connected to the Account) or activities you have planned for the future. You can add another activity to the Account by clicking the green plus button. Click Export to download the Account history in PDF format.
6. Discussion tab
The last tab, Discussion, is used for leaving a message for other users about the Account. Before you add a post, you first need to add your colleagues to the discussion.