The Account Dashboard

The account dashboard is the central view for everything related to a specific account. It brings together the account's details, events, contacts, activity history, and more — all in one place.

Getting There

• Click Accounts in the main sidebar navigation
• Click on any account name in the list

You can also reach the account dashboard by clicking an account name anywhere it appears as a link throughout the application.

Overview

The account dashboard is split into two main areas: the account information panel on the left, and the main content area on the right.

Tab Navigation

Across the top of the page, you'll see tabs that give you access to different aspects of the account:

Account Information Panel

The left-hand panel displays key account details at a glance.

Map

If the account has an address, an interactive map is displayed at the top of the panel showing the account's location.

Account Details

Below the map, you'll find the account's core information:

• Office address — The main business address
• Invoice address — The billing address (if different from the office address)
• Phone — Clickable phone number
• Fax — Fax number
• Website — Clickable link to the organisation's website
• Facebook — Link to their Facebook page (if set)
• LinkedIn — Link to their LinkedIn profile (if set)
• Primary contact — The main contact person for this account
• Type — The account type(s) assigned
• Supplier type — The supplier category (shown only for supplier accounts)
• Industry type — The industry classification
• Account manager — The team member responsible for this account (links to their profile)
• Teams — Which teams this account belongs to
• Tags — Coloured labels for categorisation
• Custom attributes — Any additional fields configured for your organisation
• Account summary — Rich text notes and background information

Editing Account Details

Click the Edit button at the top-right of the account information panel to open the edit form. See Creating Accounts for details on all available fields.

Parent and Sub-Accounts

If the account is linked to a parent account, a Parent account card appears below the account information, showing the parent's name with a link to their dashboard.

If the account has sub-accounts, a Sub-accounts card lists all child accounts with links to each one.

See Account Types and Hierarchy for more on how parent/child relationships work.

Events

The events section on the right side of the dashboard shows all events associated with this account. Events appear here if:

• The account is the client on the event
• The account is a venue for the event
• The account is a supplier on one of the event's costs
• A contact from this account is linked to the event

The events table includes:

Click Create event to start a new event that is automatically linked to this account.

Contacts

The contacts section lists all contacts belonging to this account. For each contact, you can see their profile image, name, job title, email, phone, mobile, social links, date added, and tags.

From here you can:

• Click Add contact to create a new contact for this account
• Click a contact's name to view their full details
• Use the actions menu on each contact to Edit, Transfer to another account, or Delete

See Managing Contacts for full details on working with contacts.

Recent Activity

The activity feed shows a chronological log of actions taken on this account — who made changes and when. This gives you a clear audit trail of the account's history.

Notes

If notes have been added to the account, a preview appears here. Click through to the Notes tab for the full list, or click Create Note to add a new one.

Deleting an Account

To delete an account, scroll to the bottom of the account information panel and click Delete account. A confirmation dialog will appear with the option to transfer all linked records (events, invoices, contacts, costs, media, notes, and tasks) to a replacement account before deletion.

Warning: Deleting an account is permanent and cannot be undone. Always consider transferring linked records to another account first.

Viewing Revision History

Click the Revisions link in the page actions area to see a detailed history of all changes made to this account, including who made each change and when.

Tips & Best Practices

Tip: Use the Account summary field to store important context about the relationship — key agreements, preferences, or internal notes that team members should know about.

Tip: The events table on the dashboard shows events from all angles (client, venue, supplier), giving you a complete picture of your relationship with this organisation.

Related Articles

• Creating Accounts
• Viewing and Filtering Accounts
• Account Types and Hierarchy
• Managing Contacts
• Account Invoices
• Account Resources