6. Accounts
===========

6.1 Navigating to Accounts
--------------------------

To access the "Accounts" section:

1. **Home Page**: Start from the |project_name| home page.
2. **Sidebar Menu**: Locate the sidebar menu on the left-hand side.
3. **Accounts Menu Item**: Click on the "Accounts" menu item to expand a dropdown menu.
4. **View or Create Account**: Select "View Account" or "Create Account" as per the requirement.

6.2 Viewing all Accounts
--------------------------

On the "View Accounts" page, accounts are displayed in a table format, providing a comprehensive overview of all existing accounts.

.. image:: /_static/en/account_all_view.jpg
    :alt: Optional alt text for the image
    :align: center
    :width: 600px


6.3 Create Account Form
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The **Create Account** form allows users to add new accounts into the system. Below are the field descriptions along with their expected input values.

.. image:: /_static/en/create_account.jpg
    :alt: Optional alt text for the image
    :align: center
    :width: 600px



Below are the field descriptions along with their expected input values:

.. image:: /_static/en/account_table.jpg
    :alt: Optional alt text for the image
    :align: center
    :width: 600px

**Form Functionality**

- This form is used to store and manage business accounts rather than individual contacts.
- **Industry selection** helps categorize businesses efficiently.
- **Tags** provide additional segmentation options for easy filtering.
- The "Save" button finalizes the account creation process.

6.4 Managing Accounts
----------------------

|project_name| CRM provides comprehensive functionalities to manage accounts effectively. The **Accounts** function allows users to add new business accounts to the CRM system.

**Creating an Account**


To add a new account:

1. **Navigate to Accounts**: Click the "Accounts" button and expand the dropdown list.
2. **Create Account**: Click the "Create Account" button.
3. **Fill in Details**: Complete the fields in the form.
4. **Save**: Click "Save" to add the new account to the system.

**Viewing an Account**

To view details of an existing account:

1. **Navigate to View Account**: Access the "View Account" page.
2. **Accounts Table**: Accounts are displayed in a table format with relevant details.
3. **View Icon**: Click the "View" icon in the Actions column corresponding to the desired account to see detailed information.

.. image:: /_static/en/account_view.jpg
    :alt: Optional alt text for the image
    :align: center
    :width: 600px

**Updating an Account**

To modify an existing account:

1. **Navigate to View Account**: Access the "View Account" page.
2. **Edit Icon**: Locate the account to be updated and click the "Edit" icon.
3. **Modify Details**: Make the necessary changes in the form.
4. **Save**: Click "Save" to apply the updates.

**Deleting an Account**

To remove an account from the system:

1. **Navigate to View Account**: Access the "View Account" page.
2. **Delete Icon**: Locate the account to be deleted and click the "Delete" icon.
3. **Confirm Deletion**: Confirm the deletion when prompted to remove the account.