Hello very new to Suite CRM so just trying to feel my way around. I was a Maximizer user years ago and we wanted to look at other options. So my question is this typically all my entries would be customers, in addition I would have multiple contacts at one customers office (accounts). What is the process of doing these entries? I notice when I create an account, there is an option to add contacts which I have done. What I don’t see if I click on the Contacts tab it doesn’t necessarily show all those contacts? Just a little confused on the entry of a contact and an account.
Accounts are regarded as Company and Contacts are regarded as Employees. You can also check that in Accounts and Contacts, both have a Report To Field and both have a Same Name subpanel, i.e. in Accounts Detail View you will see an Accounts Subpanel and in Contacts a contact supnael. Thus it eliminates the use of One module or the Other.
In your case you can just use the Contacts module, and in case where you need a Parent Contact (Company) you can add it and the Employee Contacts record would get the Report To field filled with the Company Contact Name.