v1.1
EXM Suite
Account
An Account Entity in Project management is used to handle and arrange data regarding various project accounts, clients, or stakeholders. Account table would be used to manage and keep track of all of the different accounts or entities that are pertinent to your project, along with the information and statuses that go with them.
Navigate to Project Management > Account in the left navigator.
Click on the 
button on the top ribbon of the view. A form will appear, fill the required details and save the form.
| Field | Description |
|---|---|
| Name | The "Name" section frequently displays the name or title of the account, client, or stakeholder connected to a particular project. It aids in recognizing and distinguishing between various project accounts. |
| Manager | The "Manager" column identifies the individual in charge of supervising and managing the relationship with the client or account. The person in charge of communication, coordination, and making sure the project meets the needs and expectations of the account is frequently referred to as the account manager. |
| State | The "Status" field indicates the current status of the account or client within the project |
| Company | The "Company" field specifies the company or organization to whom the account or client belongs. It identifies the bigger organization to which the project belongs and gives background information about the account. |
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