Accounts

The Accounts module is a high-density table of customer accounts scoped to your company. It uses the shared CRM table pattern: sortable columns, inline editing where allowed, bulk selection, and saved filters.

View and find accounts

• Scroll the grid horizontally to see standard and custom fields your admin defined.
• Use column headers to sort when sorting is enabled.
• Open a row's account name or use row actions to go to the account detail page.

Add an account

Click the add / plus control to open the record form modal. Fill required fields (marked by your org's field configuration) and save. New accounts are tied to your company automatically.

Edit data

• Inline edit: Many cells support click-to-edit; calculated or system fields stay read-only.
• Detail page: Open an account to edit richer fields and related information.

Filter

Open the filter sidebar to build conditions (field, operator, value). Apply filters to narrow the list. Combine with column sort for ad-hoc analysis.

Saved filters

Save a combination of filters as a saved view for quick reuse (name it something your team will recognize). Load, update, or delete saved views from the saved filters panel. See Filtering & saved views.

Merge accounts

When duplicates exist, use merge (from the toolbar / actions menu where available) to combine records. Confirm the surviving record and field precedence as prompted.

Export

Export visible or selected rows to CSV when your role allows CRM export. Managers and admins typically have export; some orgs grant export via a specific permission.

Delete

Delete uses a confirmation step. Bulk delete may be available from the selection toolbar. Deleted data may be subject to your company's retention policy.