Accounts

Main menu for all accounts (customers, suppliers etc.). Can be added to the main menu. Possible to add list views.

We recommend a scheduled job to automatically create and update all account information to avoid mismatch between Deem Insight and your ERP system.

Deem Insight supports use of reports related to the account and the account type. The reports can be set under type related to reports. Here you can also set which roles that can access the report.

Account tab: Fields with account information in the top bar. More fields are possible to set up by using forms.

Reports tab: Several reports can be set up on accounts by using type related to report. All accounts with the same account type will have the same reports. To filter the report on the data for the selected account, use e.g. the script [customer_number] = ‘$account_externalId’ in the filter box.

Contacts tab: List of contacts related to the account.

Tasks tab: List of tasks related to the account.

Projects tab: List of projects related to the account.

Assets tab: List of assets related to the account.

Timeline tab: Timeline related to the account.

Orders tab: List of orders related to the account.

Attachments tab: Attachments related to the account.