Account (Company and Organizations) Management Features and Functions

• Preconfigured accounts homepage and data records


• Quick access to recently created, modified, or viewed account records


• Import tool that automatically creates account records from contact records


• Account record owner mass updates (for account reassignment)


• Contact fields (such as contact name) that can be used as tokens within a URL to access other related Internet or intranet information


• "Quick create" or "save as" functions (so that a new account can be created with minimal input)


• Contact organization chart builder that can be used to indicate who reports to whom within an account


• Preconfigured account list views (account record subsets based on user-definable filter variables)


• Multiple account data record layouts that can be defined to handle accounts with different processes and data needs


• Parent account designation that can be used to build hierarchical relationships between various account records


• Use of account fields (such as account name or number) as tokens within a URL to access other related Internet or intranet information


• Account record sharing model that supports account teams


• Duplication of account record merges


• Association (hyperlinking) of contact data records with account records


• Association (hyperlinking) of opportunity data records with account records


• Association (hyperlinking) of both open and closed activity data records with account records


• Association (hyperlinking) of notes and file attachments with account records


• Association (hyperlinking) of products in use data records with account records


• Association (hyperlinking) of service request data records with account records


• Association of contract data records with account records


• Association (hyperlinking) of account team members with account records


• Variety of predesigned account management reports that are available for immediate use


• Predesigned account analytics (charts and graphs) that are available for display on dashboards and reports