If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 ADDING CUSTOMERS/ORDERS TO AN ACCOUNT/PROPERTY: 

Option 1: You can add a new customer and order record to an account/property record from within the account itself by opening the 'Account Work Orders' slider and clicking 'Add Item' from there: 

 

Option 2: You can add an account to an existing customer/lead from within the person record: 

 

 

Once attached, you can filter your customers and work orders list by Account using the Search tools: 

 

Or access a list of the orders attached to the account by clicking 'View All Details' from within the 'Account Work Orders' slider within the Account record itself: 

 

 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Thank you for using FastGem!