You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Accounts

In Service Cloud accounts give a 360 degree overview of companies you are doing business with. It shows the following related data:

  • Cases

    A list of all cases related to the account, ordered by creation date

  • Entitlements

    The list of entitlements to products / services, ordered by end date

  • Contacts

    All contacts related to the account

The most important action in an account is creating cases. This can be done easily with the "add new record” button on top of the cases list.