Creating and Managing Accounts

Updated

• Updated on Jun 13, 2023

• Published on Dec 16, 2022

• 2 minute(s) read

Using the Accounts page in Mobileforce FSM, you can create new CRM accounts, as well as edit and review existing CRM accounts, within the Mobileforce FSM application. Any updates that you make from the Mobileforce FSM Accounts page are saved to your organization's CRM database.

For specific details about Accounts, please review the documentation for your organization's CRM.

To access the Accounts table, select Accounts from the Field Service menu.

From here you can:

• Click the button to create a new CRM account.
• Click the button to review an existing CRM account.
• Filter the table to show only the results you need. For more information, see Filtering Tables.

Creating a new CRM Account

Clicking the button allows you to create a new account.

Enter the information for the account and click .

Note:

For more information about the Account fields, consult your source CRM documentation.

Reviewing and Editing a CRM Account

When you click the button to review an existing CRM account, and potentially update it. Mobileforce displays the account as well as any associated objects in tabular format.

From this page you can do the following:

• To edit the entire account, click the button.
• To edit an individual field for the account, click the button for the field and then update it. This mechanism for editing fields directly, is referred to as "inline editing", and makes it convenient to make changes to a single field, without an extra click on the button.

Note:

Since the Accounts table is a part of your CRM, it may restrict you from accessing or changing entries or fields in this table. Please refer to your CRM Administrator for any access concerns you have on the Accounts table.

The Accounts page lists the following related subtables:

• The Contacts table lists all of the CRM contacts associated with the account.

Note:

You can also create and manage your CRM Contacts from Mobileforce FSM. For more information, see Creating and Managing Contacts

• The Customer Locations table lists the (FSM) relevant locations associated with the account. Agents will assign the applicable customer location to a Service Task, so that dispatchers can schedule, route, and dispatch associated appointments for technicians using the selected location. The Customer Locations table plays the important role of providing a specific location that can be associated with a service task or an account and hence be used to schedule appointments. Customer locations can be specified as regular street addresses or as (Lat, Long) points on a geo-map.

• The Opportunities table lists all of the related CRM opportunities associated with the account.

For the related subtables, you can do the following:

• To create a new object (for example, Contacts), click the button.
• To open the table for the related object type, click the associated button.