Remember to configure the Account settings before you start creating accounts in Taimer.
Learn how to:
Access the Accounts settings
Segment accounts into various account types
Create account groups
Plans & Permissions:
Plans: Free CRM, SalesCRM, PM, ERP
Permissions: Admin / Accounts access
Before you start adding or creating accounts in Taimer, you need to enable the Account Settings. To access the Account Settings:
Navigate to Settings from your profile on the top right corner.
Click on Feature Settings
Navigate to Accounts to manage Account types, Account groups, and to import accounts
You can categorize your accounts into partners, customers, prospects, sub-contractors, new business, etc. for easy segmentation and reporting purposes.
To add an account type, click on Add row.
We have by default defined your Default customer type and Sub-contractor type. Sub-contractor type comes in handy when you activate the billing feature.
You can assign an account to a specific group or a team. This helps in performance management or analysis later.
Navigate to Settings from your profile on the top right corner
Navigate to Feature Settings
Click on Account to view Account Groups
Click the Add group and name the group accordingly
An account can be classified under only one Account Group at a given time
In order to assign an account to a group, visit the Accounts page, click on the Account Group field and assign it to the relevant group.
The last section in the Account settings is for importing accounts. Click here to learn how to import your existing accounts to Taimer.
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