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Clients tab vs Accounts tab

Megan Hendricks
  • Updated

Primary Audience: All Internal Users

The Clients page helps internal users quickly find and manage client and account records from one centralized workspace.

Clients

A Client is the customer-facing record in your platform. It includes the email address and/or phone number associated with that customer and is what the customer uses to log in to the Customer Portal. A Client can have one or more ERP Account IDs associated with it. The Account IDs linked to that Client determine what information the customer can view in the Customer Portal. If multiple Account IDs are associated with the same Client, the customer can use one login to access information tied to all linked accounts. For more information about linking account ID's to a client, check out Adding Multiple Account ID's to a Client Profile.

 

The Clients tab allows you to search for, filter, and manage your client records.

To find a specific client you can:

  • Navigate to the Clients page within the Team Hub
  • Use the search bar to locate a specific client by searching:
    •  First name
    • Last name
    • Account name
    • Account ID
    • Email address
    • Phone number 
  • Apply filters such as
    • Location
    • Customer Activity
    • Tags
    • Advanced Filters

 

Advanced Filters allow you to narrow your search using detailed criteria, including:

  • Salesperson assignments

  • Business Unit 

  • Customer activity (sales, prepays, bookings)

  • Loyalty and Rewards

  • Contracts

  • Financing programs

  • Marketing activity and communication preferences

  • Contact information and notes

This makes it easy to segment and identify specific groups of customers. 

Accounts Tab

An Account is the direct record coming from the ERP, while a Client is a customer connected to that account. There can be multiple Clients linked to one Account, and multiple Accounts linked to one Client. The Accounts Tab may be available, depending on your platform settings. 

Account information such as name, ID, billing address, and shipping address cannot be changed within the portal. The Account remains the source of truth from the ERP. Clients can update their own Client information within the Portal, but they cannot update Account information.

To find an account:

  • Navigate to the Accounts tab of the Clients page

  • Use the search bar to search by Account Name or Account ID

Within an Account, you can view:

  • Associated Clients

  • Contact information

  • Energy Contracts & Deliveries

  • Grain Contracts & Scale Tickets

  • Prepay information

  • Invoices

  • Purchase history

  • Other account-related information

 



 

Clients Tab vs Accounts Tab

Clients Tab

  • Always available in the Team Hub

  • Automatically created when customer records sync from the ERP

  • Include the phone number and/or email address tied to the customer

  • Are used by customers to log in to the Customer Portal

  • Can have one or more ERP Account IDs associated with them

Accounts Tab

  • May or may not be available depending on the your platform settings

  • Represent ERP-based account information

  • Include details such as account name, account ID, billing address, and shipping address

  • Remain the source of truth from the ERP

  • Cannot be edited within AgVend

 

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.