Accounts

What are Accounts?

Accounts in Replypad hold the organizations or a companies you service. Each Account may have contacts linked to it, which are the people you interact with in this organization.

The Account can be associated with a domain, so email arriving from this domain will be automatically assigned to this account. This way conversations will be automatically associated with this account, even when arriving from a new email address, as long as it belongs to the customer’s domain.

Create New Account

1. To create account you should be a workspace administrator or have Accounts & Contacts access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
   
3. Click New Account form the top-left corner.
4. Enter the Account Name and click Save.
5. The top line should now say the account was created successfully. Click Open to add more details.
6. After creating the account, you can complete setting up account settings by clicking the account you want to edit.

View account list

1. To view your accounts, you should be a workspace administrator or have Accounts & Contact access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
3. This will display the complete account list.

Account settings

To view and edit the account settings:

1. Click the Gear icon on the top-right corner and choose Accounts.
2. This will display the complete accounts list.
3. Click the account you want to view or edit.
4. Follow the instructions for editing account settings.

Search for accounts

1. To find and account you should be a workspace administrator or have Accounts & Contact access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
3. This will display the complete account list.
4. Press / or click the “Search accounts” search box at the top.
5. Enter the text you want to search by, it can be .
6. Press Enter or click the magnifying glass to perform the search.
7. You should now see only accounts that match your search.
8. To further refine the search, use the search options in the Search Box (see below).

Search options help you refine your search results:

1. Click the Search options icon in the search box, or press s then o.
2. Enter the search criteria you want to search by, using the search options:
• Default Assignee – The user that is assigned to conversations of this account, by default.
• Follower – Find accounts this user is following.
• Label – Find accounts with this default label.
• Additional Information – If you have custom fields defined for Accounts, where you keep additional information about each account, you can search by these fields. Learn more about Managing Custom Fields.

Search options are also available when using the app on your mobile device, so you can easily find the conversations you need when on the go.