Find an existing account and open its record.
Steps
- In the left sidebar, click Accounts (lands on the Accounts tab of the Account Browser — see What's on an Account record? for why this nav item is gated the way it is).
- Type into the search box to filter by name, email, or company — results update as you type (debounced, so there's a brief pause after you stop typing).
- Review the grid: UID, Display Name (with email underneath), Company, Total Orders, Total Spent, Status (Active/Inactive), Tax Exempt, and Date Created. Every column is independently filterable and sortable; the grid defaults to oldest-first by creation date.
- Chips beneath the grid show running Total, Active, and Inactive counts for whatever's currently loaded.
- Click an account's UID link, or the eye icon in its Actions column, to open its record.
What you'll see
You land on the selected account's Overview tab. From the grid you can also Refresh to reload the list, or (with the right access) delete or merge accounts — see How to Delete an Account and How to Merge Duplicate Accounts
Makala zinazohusiana
Baadhi ya viongozi wakijibu maswali yaliyo karibu.
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…
How to Delete an Account
Note: despite the label, "Delete" doesn't erase the account. It flips the account's isActive flag to false — the same underlying mechanism a duplicate-account merge uses on the losing account. The record and its history…
Jinsi ya kuunda akaunti
Unda akaunti mpya ya biashara, iwe ya kawaida au iliyojazwa kabla kutoka kwa Kiongozi aliyeko. Hatua za hatua Kutoka kwa Kivinjari cha Akaunti, bofya Akaunti Mpya - au kutoka ukurasa wa maelezo ya Kiongozi, tumia…
How to Merge Duplicate Accounts
Fold a duplicate account into the account it's a duplicate of, moving its leads, orders, documents, and members onto the survivor. Before you start The Merge Accounts right (Merge Accounts), or god-mode access. Without…
How to Edit an Account's Details
Update an account's company name, currency, marketing consent, or tax-exempt flag. Before you start Open the account you want to edit — see How to Browse and Search Accounts Steps 1. On the account's page (any tab),…