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Manage Accounts

What this does​

This guide explains how to manage accounts in Franmantra CRM.

Use the Account module to create a business name, connect multiple contacts under it, and manage that account later.

Steps​

  • Make sure you can open the Account module from the header.
  • Prepare the Business Name and Email before you create an account.

Open the Accounts Page​

  1. Hover over Account in the header.
  2. Click List of Accounts.
header menu with Account and List of Accounts optionheader menu with Account and List of Accounts option
  1. Wait for the accounts table page to open.
Accounts table page with the list of account recordsAccounts table page with the list of account records

Create an Account​

  1. Click Add to create a new business name.
Accounts table with Add buttonAccounts table with Add button
  1. In the form, enter Business Name and Email.
  2. Click Add Account.
Add Account form with Business Name and Email fieldsAdd Account form with Business Name and Email fields

Open the Action Menu​

  1. Return to the accounts table when you want to manage an existing account.
  2. Open the three-dots action menu in the account row.
  3. Review the available actions: View, Edit, and Delete.
Placeholder image: account row action menu with View, Edit, and Delete optionsPlaceholder image: account row action menu with View, Edit, and Delete options

View an Account​

  1. Click View in the action menu.
  2. Review the account details, contacts, and communication tools on the account details page.
Placeholder image: account detail page showing account details, contacts, and communication toolsPlaceholder image: account detail page showing account details, contacts, and communication tools

Edit an Account​

  1. Click Edit in the action menu.
  2. Use the edit form to change the account details.
  3. Toggle the status to active or inactive when needed.
Placeholder image: edit account form with active and inactive status togglePlaceholder image: edit account form with active and inactive status toggle

Delete an Account​

  1. Click Delete in the action menu.
  2. Review the confirmation form.
  3. Confirm the deletion.

What happens next​

The new account appears in the accounts list after creation. Later, you can open the same page again to view it, edit it, change its status, or delete it.

Notes​

  • In this CRM, one Business Name can group multiple contacts under one account.
  • Use View when you want to check account details, contacts, and communication tools without editing first.
  • Check the account carefully before you delete it.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.