Documentation

Accounts

CRM Account represents the organization/customer relationship and extends the shared AkshaERP Business Partner identity instead of creating a separate disconnected customer master.

Sales representativesAccount managersCRM administratorsCustomer-facing teams

Last updated: 19-08-2026

What CRM Account is for

CRM Account represents the organization or customer relationship that sales users work with. AkshaERP deliberately connects the CRM Account to the shared Business Partner model so customer identity, contacts and addresses do not become isolated copies.

When creating an Account, you can link an existing ERP customer/Business Partner or enter a new Account Name and let the CRM Account creation flow create the customer Business Partner foundation.

Quick reference

Account operating summary

Area	Reviewed behavior
Active tabs	Account and Contacts.
Customer identity	Account is linked to a Business Partner. New Account creation can create the customer Business Partner when one is not selected.
Existing ERP Customer	Optional during creation; the link is disabled/fixed in the active edit screen.
Addresses	Billing and Shipping addresses are maintained as Business Partner address context.
Contacts	Contacts tab lists/manages CRM Contacts related to the Account.
Lifecycle	Account has both Account Status and an Active/Inactive lifecycle control.
Delete behavior	Server blocks Account deletion when Leads or Opportunities still reference the Account and directs users toward deactivation.

Active tabs

Account tabs

Tab	Purpose
Account	Customer/Business Partner link, owner, status/rating, business profile, relationship dates, description and Billing/Shipping addresses.
Contacts	People associated with the Account/customer relationship.

Account tab – maintain the customer relationship and shared Partner context

The Account tab is the primary maintenance surface for the CRM Account. It combines CRM relationship fields with Billing and Shipping address maintenance that is persisted into the connected Business Partner/customer context.

A new Account can either link an existing ERP Customer/Business Partner or create a new customer relationship from Account Name. Once the CRM Account is created, the existing-customer selector is disabled in the active edit screen so the relationship is not casually moved to another customer.

Account tab operating areas

Area	How it works	Why it matters
Customer identity	Account Name is editable. Linked ERP Customer is optional during create and fixed during edit.	Keeps CRM aligned with the shared Business Partner customer identity.
Ownership and relationship classification	Maintain Owner, Account Status and Rating.	Separates responsibility, lifecycle and commercial priority.
Customer profile	Maintain Industry, Annual Revenue, Number of Employees, Last Contact Date, Next Contact Date and Description.	Provides sales/account-management context without changing accounting identity.
Billing Address	Maintains BILL_TO address values in the Business Partner layer when any address field is populated.	Used as shared customer address context outside the CRM Account screen.
Shipping Address	Maintains SHIP_TO address values in the Business Partner layer when populated.	Keeps delivery/customer-location context connected to the same Partner.
Same as Billing	Copies Billing values into Shipping and disables separate Shipping edits while selected.	Avoids duplicate entry when both address roles are identical.

Contacts tab – manage people belonging to this Account

The Contacts tab becomes operational only after the Account has been saved. It is a full management grid for CRM Contacts belonging to the Account, not just a read-only list.

The tab uses server-side pagination with an initial page size of 10 and initially sorts Contact Name ascending. Clicking a row opens the full Contact screen and provides a return path back to the Account Contacts tab.

Contacts tab columns

Column	Meaning
Sal	Contact salutation.
Contact	Contact Name.
Role	Maintained contact role.
Designation	Job title/designation.
Department	Customer department/function.
Email	Contact email.
Mobile / Phone	Uses available mobile/phone context returned for the Contact.
WhatsApp	WhatsApp number.
Preferred Channel	Preferred communication channel recorded for the Contact.
Status	CRM Contact status.

Contacts tab actions

Action	Reviewed behavior	Important consequence
Add Contact	Opens a Contact quick-create dialog pre-scoped to this Account.	A successfully created Contact is a real CRM Contact under the Account, not a temporary row.
Open row	Opens the full Contact record and returns to this Account Contacts tab when the user navigates back through the supplied return path.	Use for full Contact maintenance beyond the grid summary.
Delete selected	Deletes selected CRM Contact records after a permanent-delete confirmation.	This is not an “unlink from Account” action; it invokes Contact deletion.

Account fields

Field	Requirement	Meaning / significance
Account Name	Hard requirement when no existing ERP Customer is linked	Customer/organization name. Also used to create/update the connected Business Partner identity.
Linked ERP Customer	Optional during create	Selects an existing Business Partner/customer instead of creating a new one. Disabled in edit so users do not casually move CRM history to another customer.
Owner	Optional in active UI	Sales/account responsibility.
Account Status	Optional classification	CRM relationship state: Active, Prospect, Customer, Former Customer or Inactive in the reviewed screen.
Rating	Optional classification	Reviewed choices: Hot, Warm or Cold. Used as relationship priority/quality context.
Industry	Optional	Customer business sector.
Annual Revenue	Optional numeric	Relationship/account profile context.
Number of Employees	Optional numeric	Organization-size context.
Last Contact Date	Optional date	Reference date for the most recent known relationship touchpoint.
Next Contact Date	Optional date	Reference date for planned next relationship touchpoint.
Description	Optional	Account-level relationship notes/context.
Billing Address	Optional	BILL_TO Business Partner address fields: Street, City, District, State, Postal Code and Country.
Shipping Address	Optional	SHIP_TO Business Partner address fields using the same address components.
Same as Billing	Conditional convenience	Copies Billing into Shipping and disables separate Shipping editing while selected.

Account Status and Active are different controls

Account Status describes the CRM relationship. Active controls whether the CRM Account itself remains enabled for normal use.

In the reviewed save behavior, selecting Account Status Inactive also causes the Active flag to be stored as inactive. The separate Activate/Deactivate action provides an explicit lifecycle switch on saved Accounts.

Account actions

Action	What it does
Save	Creates/updates the Account and returns to the Account list.
Apply	Saves and keeps the Account open for further maintenance.
Close	Returns to the Account list.
Deactivate	Sets the saved Account inactive without deleting relationship history.
Activate	Re-enables a deactivated Account.

Business Partner and address behavior

Creating an Account without an existing Partner can create a Customer Business Partner from Account Name.
Linking an existing ERP Customer reuses that Business Partner identity.
Editing Account Name can update the Business Partner name through the CRM Account service.
Billing and Shipping addresses are persisted in Business Partner address records using BILL_TO and SHIP_TO context.
The CRM Account stores CRM-specific profile fields such as owner, status, rating, industry, revenue, relationship dates and description.

Either an existing Business Partner/customer link or a non-blank Account Name is required for creation.
The existing ERP Customer link is intentionally fixed/disabled after the Account has been created in the active screen.
Account deletion is blocked when linked Leads or Opportunities exist.
Contacts should be maintained under the correct Account rather than using an Account rename to represent a different customer.

Downstream impact

Contacts inherit their customer/Partner relationship through the Account.
Opportunity requires a CRM Account in the active save flow.
Opportunity Sales Quote creation relies on the Account resolving to the customer Business Partner.
Billing and Shipping address changes affect shared Business Partner customer context.

Common tasks

Account task guide

Task	Recommended steps
Create a CRM Account for an existing ERP customer	Create Account → select Linked ERP Customer → add CRM owner/status/rating/profile → Save.
Create a new customer relationship	Create Account → enter Account Name without selecting an existing customer → add addresses/profile → Save.
Use one address for billing and shipping	Enter Billing Address → select Same as Billing for Shipping → Save.
Add people to the Account	Save Account → Contacts tab → create/maintain CRM Contacts for the Account.
Retire an Account	Use Deactivate rather than delete when business history exists.

Troubleshooting

Account issues

Symptom	What to check
Account will not save	Make sure an existing ERP Customer is linked or Account Name is not blank.
Linked ERP Customer cannot be changed	This is intentional in edit mode. The Account/customer relationship is fixed after creation.
Delete fails because Leads/Opportunities exist	Deactivate the Account to preserve referenced CRM history.
Shipping fields are disabled	Clear Same as Billing if a separate shipping address is needed.

CRM Overview Contacts Opportunities

Frequently asked questions

Is a CRM Account a separate customer master?

No. It extends the shared Business Partner/customer identity with CRM relationship context.

Can I link an existing ERP customer?

Yes, during Account creation. The link is fixed in the reviewed edit screen afterward.

Can I delete an Account that has Opportunities?

No. The server blocks deletion when Leads or Opportunities reference it; deactivate it instead.

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