Account Module Documentation

Introduction

This section provides an overview of the account module and its primary functions.

• Purpose and Overview of the Account Module
• Key Features

Module Features and Functions

Field List

This table includes the name, type, and a brief description of each field within the account module.

Field Name	Type	Description
City	String	The city in which the account is located.
County	String	The county in which the account is located.
AnnualRevenue	Double	The annual revenue of the account.
CurrencyId	Guid	The currency associated with the account.
Id	Guid	The unique identifier for the account.
Name	String	The name of the account.
AccountLabels.LabelId	Guid	The labels associated with the account.
PhoneNumber	String	The primary phone number for the account.
Email	String	The email address associated with the account.
OwnerId	Long	The user ID of the account owner.
Description	String	A description of the account.
CreationTime	Date	The date and time when the account was created.
LastModificationTime	Date	The date and time when the account was last modified.
OwnerGroupId	Guid	The group ID of the account owner.
ActiveOpportunityCount	Integer	The number of active opportunities associated with the account.
UniqueNumber	String	A unique number assigned to the account.
PeriodId	Guid	The period associated with the account.
ParentAccountId	Guid	The parent account's identifier, if applicable.
PhoneNumber1	String	An alternative phone number for the account.
WebSite	String	The website URL of the account.
EmployeeCount	Integer	The number of employees in the account.
FaxNumber	String	The fax number for the account.
TaxNumber	String	The tax identification number for the account.
TaxOffice	String	The tax office with which the account is registered.
OpportunityCount	Integer	The total number of opportunities associated with the account.
WonOpportunityCount	Integer	The number of won opportunities associated with the account.
LostOpportunityCount	Integer	The number of lost opportunities associated with the account.
WonOpportunityAmount	Decimal	The total amount of won opportunities associated with the account.
LostOpportunityAmount	Decimal	The total amount of lost opportunities associated with the account.
ActiveOpportunityAmount	Decimal	The total amount of active opportunities associated with the account.
CountryId	Guid	The country associated with the account.
IntegrationId	String	The integration identifier for the account.
IndustryId	Guid	The industry associated with the account.
IsParent	Boolean	Indicates whether the account is a parent account.
CreatorUserId	Long	The user ID of the user who created the account.
LastModifierUserId	Long	The user ID of the user who last modified the account.

Core Functions

• Adding: How to add new data to the module
• Updating: How to update existing data
• Deleting: How to delete data
• Reporting and Analysis: How to analyze module data

List Screen and Functions

• Filtering: How to filter on the list screen
• Searching: How to perform keyword searches
• Column Customization: How to select which columns are displayed
• Creating and Using Views: How to save and use created views
• Table and Board Views: How to use the two different view types

Board View Feature

• GroupBy Field Selection: Selecting the field to use when creating a Kanban board
• Kanban Board Usage: How to use the Kanban board within the board view

Adding and Editing Forms

• Add Form: How to use the form to add new data
• Edit Form: How to edit existing data
• Drawer Usage: How forms open as a drawer

Best Practices

This section includes best practices and tips for effective use of the module.

• Tips and Recommendations
• Avoiding Common Mistakes

Troubleshooting and Support

• Common Issues and Solutions
• Contact Information for Technical Support