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General

The General tab displays various details including Key Performance Indicators (KPIs), the assigned account manager, primary user, customer addresses, and any optional comments.

The KPIs provide essential insights regarding the account's user count, order count, as well as monthly and yearly statistics for recurring revenue from the customer (MRR and ARR).

General

Account Manager​

The Account Manager is the individual within your organization who holds the responsibility for managing the account. With just a few simple clicks, you can update the Account Manager associated with the account.

Steps to update the Account Manager:​

  1. Access the Account Manager section and locate the Change button.
  2. Choose a different Account Manager from the provided dropdown list.
  3. Save the changes by clicking the Save button.

The updated Account Manager will now be reflected in the system.

tip

To create additional account managers, you have to create them as additional users of your organization. This can be accessed under Account Settings -> Users

Primary user​

The primary user refers to the individual within the customer organization who serves as the main point of contact. This person will also be designated as the contact for orders placed within the organization.

Steps to update the Primary User:​

  1. Navigate to the Primary User settings section.
  2. Click on the Change button.
  3. Select a new Primary User from the available options in the dropdown list.
  4. Confirm and save your changes by clicking the Save button.

The system will now reflect the updated Primary User for the customer organization.

tip

To create a new primary user, you have to create a new user in the customer organization. This can be done under the Users in the account card.

Address​

The address section refers to the different addresses of the account. By clicking on the See more button you can view all addresses registered to the account. The available types of addresses available is: Postal Addresses, Delivery Addresses, Official Addresses and Invoice Addresses.

Steps to update Addresses:​

  1. Navigate to the address section and select the Edit button.
  2. Pick the appropriate tab corresponding to the address type you wish to modify (Postal, Delivery, Official, or Invoice).
  3. Update the required fields with the necessary changes.
  4. Save your modifications by clicking the Save Changes button.

The system will subsequently display the updated address for the respective account.

Comment​

The comment section is a function that enables the account manager to add custom comments to the account card that should be viewed instantly when someone visits the account card.

Steps to add/update Comment:​

  1. Based on the presence of existing comments, choose to select either the Edit button or the Add comment link.
  2. Within the text field, make changes to an existing comment or append a new one.
  3. Finalize your actions by clicking the Save Changes button.

When the comment is saved, you will see the comment available on the account card.