All Collections
Intro to Crunchwork
How do I administer clients/accounts (create, edit and disable)?
How do I administer clients/accounts (create, edit and disable)?
Team Codafication avatar
Written by Team Codafication
Updated over a week ago

The Accounts module in Crunchwork enables your business to store key information on clients or partners that you service. Each account has the capability to store key contacts, a relevant post code, and linking to a parent account. We recommend setting up your accounts within Crunchwork for the following reasons:

  • A central storage place for client and partner information

  • Better understanding of client and partner locations, and locations that they service

  • Report on account activity and gain insights via dashboards and analytics 

  • Make more personalised and accurate quotes based on account information

We recommend setting up your accounts first before moving on to Zones and your Catalog. 

Creating a new Account

To create a new account, use the panel on the left hand side of the screen to select "Create Account". 

Follow the prompts on the next page to fill the relevant information for your account. Take special note of the postal code assigned to the account, as this will link the account to zones associated with that postal code.

Did you notice there is a drop-down option titled "Parent Account"? 

Using this drop-down will load your current list of accounts so you can choose the parent company of any sub-brands that you service.

Don't forget to hit "Save" - it's in the top right hand corner of your page.

Choosing Markup/Margin Terminology

You can choose whether you display the term 'Markup' or 'Margin' on any financial documents relating to the account using this field:

When choosing an option here, you will see that term being used on:

  1. Quotes total boxes

  2. invoices total boxes

  3. Quote PDFs

For example, this account has 'Margin' selected.

Additional Action Buttons

Eye Icon: View an account
Bin Icon: Delete an account

Next Steps

  1. Add your account to a project type via Pulse admin. Click here to learn how.

  2. Add the account to a relevant zone. Click here to learn how.

Editing an Account

To edit an account, you can either use the panel on the left-hand side of the screen to search for a specific account, or you can scroll through the account list on the righ-hand side.

Once you have located the account you wish to edit, click on the Eye Icon, under 'Actions'.

This will open the specific account's details - you can then proceed to edit any of the fields.

Once you have made your changes, don't forget to hit "Save" - it's in the top right-hand corner of your page.

Disabling an Account

Should you need an Account to be disabled, please contact the Coda Support Team, and they can assist in completing this.

Did this answer your question?