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View and edit accounts

Phocas has a new user documentation site. This site will be retired soon.

View and edit accounts

In CRM, an account is a company with whom you currently do business, or have done in the past, such as a customer, supplier or vendor. 

Accounts are usually listed in Analytics as dimensions such as Customers, Suppliers or Vendors.

View a list of all accounts

Click the Phocas menu button > Accounts.

The Accounts screen displays a list of all your accounts. It is a good starting point for reviewing what is going on with an account or updating information relating to an account.