Accounts and Contacts

Accounts represent client organizations. Contacts represent people at those organizations.

Navigation

• Accounts: /accounts
• Contacts: /contacts

Accounts

Use accounts to track customer information, related projects, billing activity, contacts, and client context.

Common account information includes:

• Account name.
• Status.
• Industry or segment.
• Billing details.
• Related projects.
• Contacts.

Account List Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Accounts and Contacts Field Reference.

Field	Meaning
Name	Customer or organization name.
Status	Whether the account is active, inactive, or otherwise categorized.
Owner	Internal owner responsible for the account relationship.
Billing contact	Contact used for invoices, reminders, and credit communication.
Related work	Projects, invoices, tasks, expenses, and notes connected to the account.

Contacts

Contacts are people associated with an account. They may be stakeholders, billing contacts, project sponsors, or portal users.

Common contact information includes:

• Name.
• Email.
• Phone.
• Role or title.
• Account.
• Billing or communication preference.

Contact Rules

• A contact should be linked to the correct account before being used for invoices, reminders, or portal access.
• Billing contacts should have a valid email address.
• Customer-facing communication should use the contact selected on the related account, invoice, project, or portal record.

Common Workflows

Create a Client Account

1. Open Accounts.
2. Create a new account.
3. Add client details.
4. Add contacts.
5. Create or connect projects for the account.

Add a Billing Contact

1. Open the account.
2. Add or edit a contact.
3. Mark or select the contact for billing workflows where available.
4. Use that contact when sending invoices or reminders.

AI Copilot Tips

Try asking:

• "Give me a brief about this customer."
• "What projects are active for this account?"
• "Who is the billing contact?"
• "Summarize open invoices for this client."

Related Docs

• Projects
• Accounts and Contacts Field Reference
• Invoices
• Credit Notes
• Bulk Import
• AI Copilot