ZNICRM Usage guideCUSTOMER GUIDE
Guide home / Accounts

Accounts

Find the organizations associated with your CRM contacts.

Accounts list with a name search and two example accounts
Example: Search and browse accounts.

Find an account

  1. Open CRM → Accounts. CRM and Accounts list access are required; some roles must enter from Daily Digest. If the grant expires, reopen Accounts from Digest.
  2. Enter an account name in Search account names. Search applies as you type or when you press Enter. Clear search restores the list; Reload accounts retries and refreshes the current search.
  3. Results show Account Name and Owner, newest first. Select the name to open the account. Previous and Next browse 50 rows per page; column sorting and page-size changes are unavailable. A plus sign on the count means the count is capped. If loading fails, use Reload; if access is denied, return to Digest.

The page has no list filters beyond name search, bulk action, or Kanban view. Administrators see the company-wide list; other users see accounts within their access scope. For the account workspace see Account details and Account addresses.