CRM › Accounts & Contacts
Accounts
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.
Where to find it
- Module: CRM
- Group: Customers
- Section: Accounts & Contacts
- Screen: Accounts
Address in the console: /crm/accounts
List · 8 columns · 29 fields on its form · 1 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Name | Text | name |
| Type | Status | account_type |
| Industry | Text | industry |
| City | Text | city |
| Country | Code | country |
| Website | Text | website |
| Credit limit | Amount | credit_limit |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Account number | Text | Left blank, the platform allocates the next one from the number range. | |
| Name required | Text | ||
| Type | Choice | prospect, customer, partner, distributor | |
| Industry | Text | ||
| Country | Choice | Looked up from existing records | |
| Legal name | Text | ||
| Website | Text | The company’s web address, e.g. https://example.com | |
| Main telephone | Text | ||
| General e-mail | Text | ||
| Registered address | Text | ||
| City | Text | ||
| State / province | Choice | Looked up from existing records | Chosen from the country’s own list where there is one, typed where there is not. |
| Postal / ZIP code | Text | ||
| Name in Arabic | Text | ||
| Commercial registration (CR) no. | Text | ||
| Building number | Text | Four digits, from the national address. | |
| District | Text | ||
| Additional number | Text | The four-digit additional number of the national address. | |
| Buyer ID type (no VAT number) | Choice | TIN - tax identification number, CRN - commercial registration, MOM - MOMRAH license, MLS - MHRSD license, 700 - 700 number, SAG - MISA license, NAT - national ID, GCC - GCC ID, IQA - Iqama number, PAS - passport, OTH - other | For a customer with no VAT number. The CR number above is used as the CRN when this is empty. |
| Buyer ID number | Text | Letters and digits only. | |
| GSTIN | Text | India: the customer’s 15-character GST number. Checked against its check digit and its state. | |
| GST registration | Choice | regular, composition, unregistered, sez_unit, sez_developer, overseas, uin | India: regular for a registered customer (B2B), unregistered for a consumer (B2C). |
| GST state (place of supply) | Choice | 01 Jammu and Kashmir, 02 Himachal Pradesh, 03 Punjab, 04 Chandigarh, 05 Uttarakhand, 06 Haryana, 07 Delhi, 08 Rajasthan, 09 Uttar Pradesh, 10 Bihar, 11 Sikkim, 12 Arunachal Pradesh, 13 Nagaland, 14 Manipur, 15 Mizoram, 16 Tripura, 17 Meghalaya, 18 Assam, 19 West Bengal, 20 Jharkhand, 21 Odisha, 22 Chhattisgarh, 23 Madhya Pradesh, 24 Gujarat, 26 Dadra and Nagar Haveli and Daman and Diu, 27 Maharashtra, 29 Karnataka, 30 Goa, 31 Lakshadweep, 32 Kerala, 33 Tamil Nadu, 34 Puducherry, 35 Andaman and Nicobar Islands, 36 Telangana, 37 Andhra Pradesh, 38 Ladakh, 97 Other Territory | India: the state supplies to this customer are made to. Same state as yours is CGST + SGST; another is IGST. |
| PAN | Text | India: five letters, four digits, a letter. | |
| PIN code | Text | India: six digits. | |
| Employees | Number | ||
| Founded (year) | Number | ||
| About the company | Long text | ||
| Credit limit | Number | Checked when an opportunity closes won (AR-005). |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.