Accounts

The Accounts module at https://repdesk.io/accounts is your organization’s list of customer companies. It uses RepDesk’s shared CRM table pattern: sortable columns, inline editing where your role allows, bulk selection, filters, and optional export. Every row is scoped to your company—you never see another tenant’s data.

(Screenshot — add later: Accounts grid with horizontal scroll and key columns.)

View and find accounts#

• Scroll horizontally to see standard fields and any custom fields your admin added in CRM configuration.

• Click a column header to sort when sorting is enabled for that column.

• Open an account by clicking the account name or using row actions to jump to the detail page for richer editing and related information.

Add an account#

1. Click Add, +, or New (wording varies by layout) to open the new account form or modal.

2. Complete required fields (your admin defines which are mandatory).

3. Save. The account is created under your company automatically.

Edit data#

• Inline edit: Click a cell to edit when the field allows it; read-only cells stay locked (calculated, system, or permission-restricted fields).

• Detail page: Open the account record for a fuller layout, related items, and actions your org exposes there.

(Screenshot — add later: Inline edit on a cell vs detail page header.)

Filter the list#

1. Open the filter panel (often a Filter button or icon).

2. Build conditions: pick a field, an operator (equals, contains, greater than, etc.), and a value.

3. Apply to refresh the table to matching rows only.

4. Combine filters with column sort for ad-hoc lists (e.g. territory + revenue).

For saving and reusing filter sets, see Filtering & saved views.

(Screenshot — add later: Filter sidebar open on Accounts with one or more conditions.)

Saved filters (views)#

After you have a useful filter combination, save it as a named view so you and your team can reload it later. Name views clearly (e.g. “My territory — active”, “Q4 targets”). You can update or remove saved views from the saved-filters area when your UI exposes that.

Merge duplicate accounts#

When you find duplicates, use Merge from the toolbar or actions menu where your org enables it. The flow will ask you to confirm the surviving record and how fields are combined—review carefully before confirming so reporting and history stay correct.

(Screenshot — add later: Merge confirmation showing survivor and field precedence.)

Export to CSV#

If your role allows CRM export (many managers and admins do by default), you can export visible or selected rows to CSV for spreadsheets or offline review. If you don’t see export, ask an admin whether export is enabled for your user.

Delete accounts#

Delete always uses a confirmation step. Bulk delete may be available when rows are selected. Before deleting, consider impact on contacts, deals, orders, or integrations—your admin may have rules about retention.