You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Accounts

The Accounts page is accessible by clicking on the "Accounts" in the main navigation bar on the top of the screen.

Accounts are entities (companies or other) that you are doing business with. An account stores essential data regarding the company, along with a set of contacts, entitlements and cases.

Add a new account

  1. Press the "+ Add" button on the top of the list,

  2. fill out the data,

  3. press "Save" on the bottom right corner.

Add a case for an account

  1. Open an account you wish to create a case for,

  2. click on the "+ Add" button on top of the Cases list,

  3. fill out the data,

  4. press "Save" on the bottom right corner.

Refer to the cases section for additional details.