AdvoLogix Help

Viewing Accounts List View

Updated

Selecting the Accounts tab displays the Accounts home page.  The Account record allows your firm to collect information about the companies your firm does business and interacts with. The Account record is supported by other records (Matters, Contacts, Activities, etc.) that collectively give your firm a 360° view of your clients. From this vantage point, you can easily view from the top, and if you need to, you can easily drill into the details.

Accounts Tab

Accounts TAB

Selecting the Accounts tab brings you to the Accounts tab home page.  The Accounts tab displays a home page that lets you quickly create and locate all types of Accounts.

Choosing An Account List View

Choosing An Account List View
  1. Select an Account view from drop-down.
  2. Click GO, to navigate to the different Accounts List Views.

Choose an Account

Choose an Account

Select the Account Name to open and view an Account's detail.  Alternately, select the New Account button to create a new Account.

If you serve different locations or divisions your firm may choose to employ Account hierarchies. In AdvoLogix, you can link multiple offices of a company together by using the Parent Account field on the Account record.

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