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Business Accounts

The Accounts module stores the commercial relationship you have with a person or company. This is where ZeyOS distinguishes between an address-book entry and a real business relationship such as customer, supplier, prospect, competitor, or employee.

Live accounts overview
Live accounts overview

What This Page Is For​

Use Business Accounts when you need to decide how a person or company participates in your processes for sales, procurement, service, contracts, or CRM.

Contacts vs Accounts​

The distinction is essential:

  • Contact = who the person or company is.
  • Account = what business relationship you manage with that party.
  • Address = typed location data attached to the account-contact combination.

A company can exist as a contact first and later become one or more accounts, for example both a customer and a supplier.

Example: One Company, Several Roles​

Imagine Alpha GmbH exists once as the company contact. That same company can then receive:

  • a customer account for sales and invoicing
  • a supplier account for procurement
  • role-specific addresses or commercial attributes where needed

This keeps the real-world entity clean while allowing ZeyOS to support more than one business relationship.

What You See on the Page​

The live accounts page supports Cards and Table views and includes a creation action for New Account. In the table view, the live list includes fields such as:

  • Name
  • Contact
  • Account No.
  • City
  • Phone
  • Email

This makes the account list the commercial master-data index for many downstream workflows.

Typical Workflow​

  1. Create or confirm the underlying company or person in Managing Contacts.
  2. Create the account in Accounts.
  3. Assign the account type and any number ranges or commercial attributes required by your process.
  4. Link the account to transactions, opportunities, contracts, tickets, or mailing activity.

Common Account Uses​

Use accounts to represent:

  • customers for invoicing and CRM
  • suppliers for procurement
  • prospects before they become active customers
  • competitors or partners for commercial context
  • employees where the business relationship matters operationally

What Needs Extra Clarity in Practice​

When teams struggle with account data, the root cause is usually one of these issues:

  • contacts are created without a matching account even though the company is commercially active
  • users confuse system users with business accounts
  • the same company is created multiple times instead of using one contact with multiple business relationships

Best Practices​

  • Create the company contact first, then attach the relevant account.
  • Use one clean master record per real-world business entity wherever possible.
  • Review whether the same company needs more than one account role instead of duplicate contacts.
  • Keep account ownership, pricing, and address data aligned with the actual business workflow.