Account Records

An Account represents a business or organization that your company has a relationship with. Account Records are used to store and track relevant information about these entities, including contact details, interaction history, and associated resources. By linking accounts with other records, you gain better visibility into how a specific organization interacts with your platform.

Display Options

Users can view Account Records in either list or grid format:

• List View: Shows account name and the number of associated contacts.
• Grid View: Displays an account image (e.g., logo) or initials if no image is added, alongside details like name, industry, and total contacts.

Users can customize the view layout, grid size, and how many records appear per page.

Key Fields and Information

Each account record can include the following:

• Image: A visual identifier such as a logo or symbol.
• Address
• Notes
• Account Type
• Industry
• Region
• Owner: A platform user who is assigned ownership of the record. Ownership also ties into the notification system.
• Audit Info: Indicates when the record was created and last modified.

Components

Account Records integrate with other records and components across the platform:

• Activity Component: Shows interactions related to this account — especially through associated portals.
• Portal Component: Lists all Portals linked to the account, providing visibility into distribution activity.
• Contact Component: Displays all contacts associated with the account.
• History Component: Tracks and displays changes or updates made to the record over time.
• Comment Component: Allows internal communication and collaboration around the account, supporting notes, discussions, or reminders.

Relationships

Account Records are essential for creating and organizing user access and serve as a useful tool for linking tracking and distribution data.

• Contacts must be linked to an account and inherit certain properties through that association.
• Portals can optionally be associated with accounts. When linked, portal activity is also visible from the account record.
• Copyright Records may reference accounts when usage rights relate to a specific business entity.

Summary

Account Records help structure and support your organization’s relationship tracking and content distribution. While not central to every workflow, they provide key contextual insights and connections that improve visibility, traceability, and collaboration across the platform.