TRANXACT.AI Help
CRM › Customers

Accounts & Contacts

Who you sell to, and the people inside them.

In CRM → Customers · 2 screens

RecordsAccountsOpen a customer for its sites, selling context, financial terms, credit profile and account relationships — ship-to, bill-to and payer are frequently three different places.OpenRecordsContactsOpen

Columns, fields and actions

ScreenKindWhat it is ColumnsFieldsActions
Accounts List Open a customer for its sites, selling context, financial terms, credit profile and account relationships — ship-to, bill-to and payer are frequently three different places. 8 29 0
Contacts List 5 8 0

Take the lesson on this section