Account Management

What is an Account?

Typically in business you deal with people and companies. In Mythradon you store information about your customers using Accounts and Contacts.

An Account in Mythradon refers to a physical business or company that you do business with, and Contacts are the employees of these companies.

To manage accounts select the Accounts tab from the main menu, this will display the Account List View.

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Search for an Account

From the Account List View you can quickly search for the Account that you are looking for using the search box. This will allow you to filter the list of Accounts by the name or part of the Account Name.

The Search box supports partial name matching and the use of wild cards in the form of an asterisk as shown above.

For additional information on searching in Mythradon please refer to Mythradon Search.

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Create a new Account

From the Account List View, click the Create Account button.

Mandatory fields will be identified with an asterisk. i.e., the Name field.

Click the Save button to save the new Account record.

Account Fields

Field	Description
Name*	The legal or trading name of the company or business.
Website	The URL of the company's official website.
Email	One or more email addresses associated with the account. Supports multiple entries.
Phone	One or more phone numbers for the account. Supports multiple entries.
Billing Street	Street address for billing purposes.
Billing City	City or suburb of the billing address.
Billing State	State or region of the billing address.
Billing Postal Code	Postal or ZIP code for the billing address.
Billing Country	Country of the billing address.
Shipping Street	Street address for deliveries or physical location.
Shipping City	City or suburb of the shipping or physical address.
Shipping State	State or region of the shipping or physical address.
Shipping Postal Code	Postal or ZIP code for the shipping or physical address.
Shipping Country	Country of the shipping or physical address.
Type	Classification of the account (e.g., Customer, Dealer, Supplier). Useful for filtering and segmentation.
Industry	Industry sector the account operates in. Useful for reporting and filtering.
Assigned User	The user responsible for managing this account.
Teams	One or more teams with shared access to the account record.
Description	Additional notes, comments, or context relevant to the account.

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Edit an Account

From the Account List View, click on the Account Name field to display the Account Detail View of the selected Account.

From here you view the details of the Account and see the related Contacts, Opportunities, Cases, Documents etc.

You can either edit the complete record by pressing the Edit button or individual fields with Mythradon's in-line editing feature.

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Follow an Account

Click the Follow button to see changes made to this specific Account on your main Stream on your Home Page.

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Duplicate an Account

In order to speed up the process of creating a new Account that is similar to an existing Account you can use the Duplicate button as shown below:

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View Personal Data

Mythradon provides the ability to view and erase personal data for specific records. This function is useful for complying with data privacy regulations. If the field is a mandatory field the value will be obfuscated into a non-reversible value. Check the email address and phone number fields in the following images.

• Search for the required Account
• Click the View Personal Data button
• Select the fields to erase and click the Erase button

Note

The Mythradon Data Privacy functionality is available on Contacts, Leads and Accounts. By default there are specific fields defined on each entity that are flagged as containing personal data. The Entity Manager supports the ability to flag other fields as personal data.

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See also

• Contact Management

• Mythradon Bookshelf Home

• Mythradon Basics

• Mythradon Marketing
• Mythradon Sales
• Mythradon Service
• Mythradon System Administration
• Mythradon Tools

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