What is an Account?
An Account is used to group people together such as Family Members, Companies, Insurers etc. Think of an Account as an entity for grouping contacts for example, an Account could be a Family Group and the Contacts in the Account are Family Members, or An Account could be a Trust and the Contacts could be the Trustees and so on.
Maintaining an Account
An Account is easy to maintain because you only really need to keep the Billing and Shipping address up to date. When you update any address in the Account, all Contacts in the Account will also be updated with the new details.
- Billing is the Mailing Address details
- Shipping is the Physical Address details such as Home, Office etc.
Create an Account first
To add a new Client you need to first, create an Account, then add other records to that Account, such as Contacts, Policies, Advice Records etc. Always create an Account first.
The first thing you should do when you create a new client (if you are not creating them as a Lead) is the following.
- Create a new Account
- With the new Account screen open add new Contacts
- With the new Account screen open add new Loans, Policies etc
Until you become very familiar with navigating around Adviser CRM, we recommend that you use the Account as your point of reference and add new record to the Account, but make sure you have the Account open first, before you add new records to the Account.
Related Links
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article