Accounts

Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In Commit, each of these types of contacts is called an Account. You can manage your Account contact data and all other related data in the Accounts window.

In Accounts, related data is any information related to the Account that is presently being managed in Commit, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment and software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.

Account information is organized in separate information tabs that display different types of data.

To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.

Accounts can be easily imported from QuickBooks, and changes can be synchronized between both systems.