What an Account Record Holds

See Leads, Opportunities and Accounts first — this article assumes you already know an Account is the commerce-side customer/company record a Lead links to. This one covers what's actually on the record, and a real oddity in how the screen is gated.

A worth-flagging discrepancy: the nav gate doesn't match what the screen does

The Accounts nav item (components.nav.options.accounts, routing to /account) is gated on organization.isHrs && checkRight('VIEW_EMPLOYEES') and carries the internal keywords employees, hr, hrs. That gate is HR-shaped. But the screen it opens is, by default, the Account Browser — a genuine CRM/commerce customer-account manager (search, create, delete, merge duplicates), built on the same Account object described in the Leads concept article, with no HR data on it at all.

The explanation is that /account is not one screen — it's three, sharing a tab bar:

1. Accounts (the default tab) — the real CRM Account Browser. This is what the rest of this article, and the rest of the Accounts articles in this folder, cover.
2. Members and Team Members — these are not Account data. They open TeamMemberManager, the same org-roster tool used to add and browse Members and Team Members (your organization's two seeded staff roles — see Workspace's Essential Setup documentation on Security Roles). Their "add" buttons route straight to /settings/member/new and /settings/team-member/new.

So the HR-flavored nav gate matches tabs 2 and 3, not tab 1 — the tab you land on by default and the one this folder documents is a CRM feature living behind an HR-shaped door. If a member has View Employees but no CRM lead/account rights, they can still reach the Account Browser through this gate; conversely, someone who should manage Accounts but lacks View Employees won't see this nav item at all. Flagging this for review rather than guessing at intent — it reads like the nav entry was repurposed without the gate being updated to match.

This article, and every other how-to in this Accounts/ folder, covers only the Accounts tab — the genuine CRM Account Browser. The Members/Team Members tabs are org staff administration, already covered from that angle elsewhere.

What's on an Account record

Opening an account (/account/view/{id}) shows a header (display name, ID, Active/Inactive state, Tax Exempt and Marketing chips) and eight tabs:

• Overview — stat cards (Total Orders, Total Spent, Leads, Members) and summaries of account info, contact info, primary shipping address, recent notes, recent orders, and recent leads. Everything links into its own full tab.
• Leads — every Lead linked to this account. An Associate Lead button exists but is not wired up (shows an "Associate Lead (coming soon)" notice) — the real way to connect a Lead to an Account is from the Lead's side. See How to Link a Lead to an Account
• Quotes — every quote raised against any Lead on this account. Quotes are created from the Lead they belong to, not from the Account — this tab is a read-only rollup.
• Orders — every commerce order placed by this account, with a Create Order action that opens a new Retail order pre-filled with this account as purchaser. See How to Create a Retail Order
• Members (account-scoped, distinct from the /account page's own Members tab above) — the people attached to this specific account: who the primary contact is, who else (staff or non-staff) is on it.
• Notes — read-only; shows notes recorded against this account's orders. There's no account-level note composer, because notes are stored against orders in the schema, not against the account itself.
• Documents — a document vault built for mortgage-vertical loan applications (borrowers, per-loan document requirements, accept/reject workflow). Real and working, but only meaningful for accounts tied to a mortgage Application; on other accounts it's simply empty.
• History — a full audit trail of everything that's changed on the account: fields edited, members added/removed, leads/orders linked, addresses changed, merges.