How to Work with Accounts

Introduction

This guide explains how to manage accounts in Easy8 CRM. You’ll learn how to create new accounts, edit existing ones, assign them to partners or projects, and work with related items like sub-accounts, sales activities, and contracts.

Target Audience

User

Prerequisites

• Access to CRM via Global menu >> CRM
• Proper permissions to manage accounts
• Custom fields configured if required
• Account groups and types configured if needed

Navigating to Accounts

1. Go to Global menu >> CRM
2. Click Accounts in the right sidebar menu

Use top tabs to switch between:

• Clients
• Key Accounts
• Service Expiration

Use the sidebar for:

• New account
• Data
• More options like:
  • Favorite accounts
  • Account groups
  • Account types
  • Settings

Creating a New Account

1. Click New account in the right sidebar
2. Choose the Account type (Account, Supplier, Competitor)
3. Fill in the required fields
4. Optional: add contact, tags, comments, attachments
5. Click Save

Managing Custom Fields and Visibility

Custom fields:

• Configured via Administration >> Custom fields >> Accounts

Field visibility:

• Go to Accounts >> Settings >> Field settings
• Limit by groups, user types, or users
• Leave blank to show to everyone

Editing an Account

1. Open the account
2. Click Edit
3. Update fields as needed
4. Click Update

Working with the Sidebar Actions

From the account detail view, you can:

• Create a New Opportunity
• Assign to partner
• Add a New Employee
• Use More to:
  • Add to project
  • Add sub-account
  • Link accounts
  • Add to group
  • Show on map
  • Delete
  • Add new task

Managing Related Items

Each account has tabs for detailed sections:

People

• View and edit personal contacts

Opportunities

• View/edit opportunities with pencil buttons or full detail

Data

• Edit and review account fields

Sales Activities

• Add, edit, or delete sales activities

Projects & Tickets

• Navigate to related projects or tickets

Contracts

• View associated contracts

Relations

• Edit/view sub-accounts or linked accounts

History

• View change logs

Files

• Manage account attachments

Summary of Basic Operations

Create a New Account

1. Global menu >> CRM >> Accounts >> New Account
2. Fill fields and click Save

Edit an Account

1. Click Edit
2. Update and click Update

Create a New Opportunity

1. Click New Opportunity
2. Fill and click Save

Assign to Partner

1. Click Assign to Partner
2. Select and click Save

Add a New Employee

1. Click New Employee
2. Fill and click Save

Add to Project

1. More >> Add to Project
2. Select and click Save

Add Sub-Account

1. More >> Add Sub-Account
2. Fill and click Save

Link Accounts

1. More >> Link Accounts
2. Select and click Save

Add to Group

1. More >> Add to Group
2. Select and click Save

Delete an Account

1. More >> Delete
2. Confirm deletion

Add a Related Task

1. More >> New Task
2. Fill and click Save

Recalculate Custom Fields

More >> Recalculate Custom Fields

Show on Map

More >> Show on Map

Conclusion

You’ve now learned how to work with accounts in Easy8 CRM. You can create, manage, and relate accounts to projects, tasks, opportunities, and contacts — all from one place.

Related Topics and Further Reading

• How to Work with Opportunities (How-To)
• How to Work with Leads (How-To)
• Overview of B2B CRM in Easy8 (Explanation)

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