Accounts Management

You can access Accounts by logging in to your Conga platform. Accounts contain information about customers or individuals with whom you conduct business.

Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update and Delete permissions on the Account and Agreement objects.

ou can access Accounts from Shared Apps and view the following tabs.

My Accounts: This is the default tab. On this tab, all the accounts created by you and their details are listed.
Recently Viewed: You can view the list of accounts that you recently viewed.
All Accounts: You can view the list of accounts created by other users only if you have access rights.

Customizing Accounts List Views

Click the View Settings () icon to control the columns displayed in the grid and rearrange the column order. For more information, see Custom View Settings.

You can save a filtered view of the contact list and set it as your default, you do not have to reapply filters each time you open the the grid view (list view). For more information, see Custom Views.

You can sort accounts by clicking the column headers. Each click toggles between ascending and descending order. Accounts are initially sorted by Last Modified Date (newest first). To resize columns, hover near a column edge until the two-way arrow appears, then click and drag to adjust the width.

Use the Rows per page drop-down to control how many records are displayed per page (options include 10, 20, 30, 50, and 100). These options work alongside search and filter functions. Use the navigation buttons or page selector to browse through pages.

Creating an Account

Based on user roles, the administrator has assigned Read and Create permissions on the Account object.

Click the App Launcher icon ().
Select Accounts from Shared Apps.
Click New Account.
Note: An administrator can click the Edit Page button in the header of the Account Details page to customize its layout in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Page Layout Configuration in CX Studio.

Populate the following fields in the Account Information section.


Field	Description
Account Name	(Required) Enter the account name
Account Number	(Required) Enter the account number
Account Owner	(Required) Enter the account owner's name
Account Source	(Required) Select the account source from the drop-down menu
Account Type	(Required) Select the account type from the drop-down menu
Account Currency	(Required) Specify the first three letters of the required account currency. Matching currencies are displayed in the list. Select the required account currency.
Primary Contact	Select an existing primary contact from the drop-down. If the contact doesn't exist, go to Shared Apps and select Contacts. For more information, see Creating a Contact. Alternatively, you can: Start entering the contact name, and the Create "contact name" button appears. Click the button to raise the Create Primary Contact window. Enter the required fields and click Save. A new primary contact is created. Note: If the required contact doesn't exist, create it using the Accounts feature. For more details, refer Creating a Contact.
Parent Account	Enter the parent account details
Status	Select Active or Inactive from the drop-down menu Note: If the account is in Inactive status, the user can change the status to Active, based on the business requirement.
Account Phone	Enter the phone number
Account Site	Enter the site name where the account is held
Fax	Enter the fax number

Populate the following fields in the Additional Information section.


Field	Description
Industry	Select the industry type from the drop-down menu
Annual Revenue	Enter the annual revenue amount
Description	Enter the description

Populate the following fields in the Address Information section.


Field	Description
Shipping Address	Enter the address where your customer wants to receive the products
Shipping Street	Enter the street name
Shipping City	Enter the city name
Shipping Province/State	Enter the province or state name
Shipping Postal Code	Enter the postal code
Shipping Country	Enter the country name
Billing Address	Enter the address where your customer wants to receive the invoice
Billing Street	Enter the street name
Billing City	Enter the city name
Billing State	Enter the state details
Billing Postal Code	Enter the postal code
Billing Country	Enter the country name

Click Save. An account is created.

Note:

You can create a contract for this account immediately after account creation by clicking New Contract on the Accounts Details page. For more information, see Creating a Contract.

Editing One ore More Accounts

Based on user roles, the administrator has assigned Read and Create permissions on the Account object and set field permissions for account fields. For more information, see Managing Roles and Permissions.

You can update one or more accounts after creating them. To edit multiple accounts, select from the accounts list and make your changes simultaneously. To edit an account, perform the following steps.

Note: An administrator can click the Edit Page button in the header of the Account Details page to customize its layout in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Page Layout Configuration in CX Studio

Edit an account

Click the Edit icon ().
Update the required details and click Save.

Edit multiple accounts

Navigate to My Accounts to view the accounts list page.
Select a set of accounts to edit or use the Advanced Search option to narrow down the list of accounts. This helps you to filter and find the specific accounts to edit.
Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Managing Accounts.
Edit the fields and click Save.
The fields for the selected accounts are updated, and the most recently modified records appear at the top of the list.

Deleting One or More Accounts

Based on user roles, the administrator has assigned Read and Delete permissions on the Account object.

You can select one or more accounts from a list of accounts and delete it.

Delete an account

Click the App Launcher icon ().
Select Accounts from Shared Apps.
On the My Accounts tab, click the account name link to open the Account Details page.
Click the More icon () in the upper-right corner and select Delete.
On the Delete Account window, click Confirm.

Delete multiple accounts

On the My Accounts tab, select the account records to delete.
Click the Delete icon () to display the Delete Account window.
Click Confirm.

The selected account or accounts are deleted.

Searching Accounts

You can search accounts on the accounts list page using the basic search or advanced search.

On the accounts list page, enter a search term in the search box and press Enter.

Note: You can search based on the account name.
To apply filters to your search results, click the Advanced Search icon ().
This raises the Advanced Filter window.
Select a field from the Field drop-down list to be used in the filter criteria.
Select an operator from the Operator drop-down list. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
Enter the value of the field. The type of value field depends on the field selected.
Click Add Criteria to add another criteria. A formula is displayed in the Filter Expression text box showing the criteria added. You can also alter the filter expression. AND and OR operators are supported in the filter expression.
Note:
Click the Delete icon () next to the search query to remove the search criteria.

Click Remove All to remove multiple search criteria.
Click Apply.

CLM returns the accounts that match the criteria.

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