Account Overview


An account is a collection of contacts and members who all belong to the same group. In most cases, an account is used to group users together who belonging to a company or organization.

Purpose of an Account

Accounts have a number of special purposes:

Logical Grouping of Users

Accounts allow you to logically group together contacts and members who belong to the same organization.

Contact Frequency of Contacts and Members

An account's contact frequency is used as the basis when determining the "Next Action" date for contacts and members. The "Next Action" date is the date on which this contact needs an employee's attention. By changing the "Contact Frequency" for an account, whenever you perform a task that updates the "Next Action" date of a contact in that account, the new next action date for that contact is today plus the contact frequency.

So for example if an account's contact frequency is every 10 days, and you update the next action date on July 1st, 2013, the new next action date will be set to July 10th.

Master Members

A "Master Member" is the primary member on an account. Every account can have a "Master Member", which has a number of uses throughout the program. Some of the uses include:

  • Widgets and extensions use this feature extensively.
  • Future features such as sub-member management and subscriptions linked to a "Master Member" are in the works.

Start Page

One very useful feature of accounts is the ability to set a unique start page for all members on an account when the log in. This allows you to control where members of different accounts are redirected to when they log in (Related Article: Login System).

Note and Upload Aggregation

Unique to accounts is the ability to generate a "Note Stream". A note stream aggregates all notes posted to members and contacts assigned to the account into a single location. This includes any attachments that were uploaded to a note.

Statistics and Reporting

By tracking the income and potential income from accounts, you can make better determinations about which accounts are of the most value to you, both currently and in the long term.

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Published on 2013/07/14.
Last updated on 2013/07/14.

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