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How to Manage Accounts

An Account represents a company / organization / individual (e.g., customer, supplier, partner) and is required to perform financial transactions such as quotations, invoices, and payments.

How Accounts Are Created

Accounts can be created in three ways:

? Where to Access CRM

Where to Access This Function

1. Go to CRM > Accounts > View List
2. On the Accounts View List page, you will see:

Use the screenshot below to locate these buttons. 

How to Add a New Account

1. Go to CRM > Accounts > View List

2. Click Add 

3. Fill in the required information such as:
   

   1. Account Information

   No.	Field	Description / Notes
   1	Image	Upload company logo (Max 5MB)
   2	Account Name *	Company/organization/individual name
   3	Identification Number / Registration No *	Company registration or identification number
   4	Short Code	Unique short code used for public pages (optional)
   5	Tag	Optional label or category
   6	Account Type *	Select Customer, Supplier, Partner, etc.
   7	Order From Account	Optional reference account for orders
   8	Introducer Account	Optional reference if another account introduced this account
   9	Salesperson *	Select staff responsible for the account
   10	Credit Terms (Days) *	Default is 30 if left as 0
   11	LHDN e-Invoice Registration Type	Optional, for e-invoicing
   12	TIN Number	Ensure no additional space when inserting the TIN number
   13	New Registration Number / NRIC	For e-Invoicing; numbers only
   14	MSIC Code	Optional industry classification

   2. Contacts (PIC) – This will also appear in Contacts > View List

   No.	Field	Description
   1	Title	Mr, Mrs, Madam, Dato’, etc.
   2	First Name *	PIC first name
   3	Last Name	PIC last name
   4	Phone	Include country code (e.g., 60)
   5	Mobile	Include country code (optional)
   6	Email	Contact email
   7	Add More	Click to add additional PICs

   ---

   3. Custom FieldsClick Add More Custom Fields for any additional company-specific information

   • Click Add More Custom Fields to include additional information.

   • Optional, but recommended if your company wants to track extra details such as:

     • Vehicle plate numbers

     • Document reference numbers

     • Any other account-specific info

4. More Information

5. Billing Information

6. Shipping Information Same as Billing if shipping is same as billing. Otherwise, fill in shipping address fields

7. Other Addresses

• Optional addresses for different branches

• Fields: Street, Street 2, City, Postcode, State, Country

8. Bank Information

 4. Click Save Form.

How to View Account Details

1. Go to Accounts > View List

2. Click Details.

How to Edit an Account

1. Go to Accounts > View List

2. Click Edit and make any changes

3. Click Save Form

How to Delete an Account

1. Go to Accounts > View List

2. Click Delete

3. Confirm the deletion.

⚠️ Important Notes:

Extra Notes