An Account represents a company / organization / individual (e.g., customer, supplier, partner) and is required to perform financial transactions such as quotations, invoices, and payments.

How Accounts Are Created

Accounts can be created in three ways:

MethodExplanationRemarks
Convert from LeadConvert a qualified lead into an account2.1.2 Convert Lead to Account
Create from Debtor / Creditor ModuleAccount is automatically created when added in accounting modules
Add Directly from Accounts ModuleManually create a new account from Contact Book2.2 How to Manage Accounts

? Where to Access CRM

Where to Access This Function

  1. Go to CRM > Accounts > View List
  2. On the Accounts View List page, you will see:
No.FunctionDescription
1AddAdd a new account manually
2DetailsView full account information
3EditUpdate account details
4DeleteRemove unused account
Use the screenshot below to locate these buttons. 

How to Add a New Account

  1. Go to CRM > Accounts > View List

  2. Click Add 

  3. Fill in the required information such as:

    1. Account Information

    No.
    Field
    Description / Notes
    1
    Image
    Upload company logo (Max 5MB)
    2
    Account Name *
    Company/organization/individual name
    3
    Identification Number / Registration No *
    Company registration or identification number
    4
    Short Code
    Unique short code used for public pages (optional)
    5
    Tag
    Optional label or category
    6
    Account Type * 
    Select Customer, Supplier, Partner, etc.
    7
    Order From Account
    Optional reference account for orders
    8
    Introducer Account
    Optional reference if another account introduced this account
    9
    Salesperson * 
    Select staff responsible for the account
    10
    Credit Terms (Days) * 
    Default is 30 if left as 0
    11
    LHDN e-Invoice Registration Type
    Optional, for e-invoicing
    12
    TIN Number
    Ensure no additional space when inserting the TIN number
    13
    New Registration Number / NRIC
    For e-Invoicing; numbers only
    14
    MSIC Code
    Optional industry classification

    2. Contacts (PIC) - This will also appear in Contacts > View List

    No.
    Field
    Description
    1
    Title
    Mr, Mrs, Madam, Dato', etc.
    2
    First Name *
    PIC first name
    3
    Last Name
    PIC last name
    4
    Phone
    Include country code (e.g., 60)
    5
    Mobile
    Include country code (optional)
    6
    Email
    Contact email
    7
    Add More
    Click to add additional PICs

    3. Custom FieldsClick Add More Custom Fields for any additional company-specific information

    • Click Add More Custom Fields to include additional information.

    • Optional, but recommended if your company wants to track extra details such as:

      • Vehicle plate numbers

      • Document reference numbers

      • Any other account-specific info

4. More Information
FieldDescription
IndustrySelect from default industry list
Number of EmployeesEnter total employees
EmailCompany email (optional)
PhoneCompany phone (optional)
FaxCompany fax (optional)
WebsiteCompany website (optional)

5. Billing Information
FieldDescription
Address Line 1 & 2Company billing address
Country / State / City / PostcodeComplete address

6. Shipping Information Same as Billing if shipping is same as billing. Otherwise, fill in shipping address fields

7. Other Addresses

  • Optional addresses for different branches

  • Fields: Street, Street 2, City, Postcode, State, Country

8. Bank Information

FieldDescription
Payable ToName on the bank account
Bank NameSelect bank
Bank Account NoBank account number


 4. Click Save Form.

How to View Account Details

  1. Go to Accounts > View List

  2. Click Details.

How to Edit an Account

  1. Go to Accounts > View List

  2. Click Edit and make any changes

  3. Click Save Form

How to Delete an Account

  1. Go to Accounts > View List

  2. Click Delete

  3. Confirm the deletion.


⚠️ Important Notes:

SituationExplanation
With transactionsCannot be deleted if used in financial transactions
Without usageCan be deleted if unused
Data removalDeleted data cannot be recovered

Extra Notes

TopicExplanation
Financial TransactionsOnly accounts can be used for invoicing, quotations, etc.
Contacts (PIC)One account can have multiple contacts