Accounts, Persons and Roles

Learn about accounts , persons in the accounts and roles assigned to the persons.

You can store both accounts and persons in Aurea CRM web.

Persons can be active in various roles at different accounts, e.g. a doctor may work at several clinics or have both a private practice and work at a shared practice.
Any number of persons can occupy various roles at an account, e.g. as an employee and/or manager.
When adding an account, enter data such as the account’s name and address.
When adding a person, enter their personal details and private contact data (e.g. their date of birth, private e-mail address).
When adding a role at an account, enter the person’s contact data at the company (e.g. their corporate e-mail address and telephone extension).

Select (Master Data) > Accounts to search for persons.
Open a record (e.g. by double-clicking in the results list) and switch to the Persons node in the tree to display all persons with a role at the account.
Select (Master Data) > Persons to search for persons.
Open a record (e.g. by double-clicking in the results list) and switch to the Roles node in the tree to display all the person’s roles at all accounts.
Select Open related Account or Open Related Person from the context menu to open the associated account or person record.

Example: Tree view of an account

When accessing an account (or person), data is displayed in the tree view by default:

This following areas are displayed:

The header contains an overview of the most important data. The header is always displayed, even when you are displaying or editing data in related records.
Tree: Child info areas are displayed in the tree. The number of child records of each type is displayed in brackets.
Details mask: This area displays the data in the selected record. The header contains the context menu and buttons that allow you to edit the data. Move your mouse cursor over a button to display a tooltip containing the button’s function.

Adding Accounts and Assigning Persons

To add a new account:

Select (Master data) > New Account. The input mask is displayed.
Enter the data.
Save the record.
You are asked whether you want to assign a person to the account.
Click on one of the following:
- No: The account is displayed.
- Yes: Select an existing person or add a new one and then specify the person’s role at the account. Enter additional information on the person in the context of the account, e.g. their business e-mail address.
Save the record.
You can assign additional persons to the account.

To add a new person:

Select (Master Data) > New Person.
Enter the person’s data.
Save the record.
You are asked whether you want to assign the person to an account.
Click on one of the following:
- No: The person is displayed
- Yes: Select an existing account or add a new one and then specify the person’s role at the account. Enter additional information on the person in the context of the account, e.g. their business e-mail address.
Save the record.
You can assign additional the person to the additional accounts.

To store a person’s role at an account:

Switch to the desired person.
Click on the Roles node in the tree.
Click on (New) in the results list.
Select the desired account or add a new one.
Enter person’s role (Function field) at the account, e.g. "Manager".
Enter additional information on the person in the context of the account, e.g. their business e-mail address.
Save the record.
You can assign the person to additional accounts.

To assign a person to an account:

Switch to the desired account.
Click on the Persons node in the tree.
Click on (New) in the results list.
Search for the desired person or add a new person.
Enter person’s role (Function field) at the account, e.g. "Manager".
Enter additional information on the person in the context of the account, e.g. their business e-mail address.
Save the record.
You can assign additional persons to the account.