Account

Application address: /crm/accounts/[id] · Product baseline: 0.4.0

Reference status

Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.

Open this screen

Use OSERP navigation to find Account, or open /crm/accounts/[id] on your OSERP application after signing in. Confirm the active company before reading or changing records.

Menu access: No explicit menu permission entry; application authentication and operation permissions still apply.

Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.

Fields and input controls

Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.

Search leads, deals, accounts

Property	Reference
Reference key	search-leads-deals-accounts
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Search leads, deals, accounts
Editing	No disabled/read-only condition declared directly on this control.

Organisation

Property	Reference
Reference key	organisation
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Phone

Property	Reference
Reference key	phone
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Email

Property	Reference
Reference key	email
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Source

Property	Reference
Reference key	source
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Pipeline

Property	Reference
Reference key	pipeline
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Value

Property	Reference
Reference key	value
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Expected close

Property	Reference
Reference key	expected-close
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Looking for

Property	Reference
Reference key	looking-for
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Find an account by name, code or phone

Property	Reference
Reference key	find-an-account-by-name-code-or-phone
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Find an account by name, code or phone
Editing	No disabled/read-only condition declared directly on this control.

Contact

Property	Reference
Reference key	contact
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Owner

Property	Reference
Reference key	owner
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Why is it being cancelled?

Property	Reference
Reference key	why-is-it-being-cancelled
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Why is it being cancelled?
Editing	No disabled/read-only condition declared directly on this control.

Paper

Property	Reference
Reference key	paper
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Number

Property	Reference
Reference key	number
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Expires

Property	Reference
Reference key	expires
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

File

Property	Reference
Reference key	file
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

For this application only

Property	Reference
Reference key	for-this-application-only
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Why is it withdrawn?

Property	Reference
Reference key	why-is-it-withdrawn
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Letter

Property	Reference
Reference key	letter
Location	Screen / contextual panel
Input control	select
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Declared choices: Choose a letter. Choices loaded from records or configuration are not enumerated here.

Letter Choose a letter

Property	Reference
Reference key	letter-choose-a-letter
Location	Screen / contextual panel
Input control	textarea
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Named actions

These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.

• New
• Lead
• Opportunity
• Task
• Cancel
• Save anyway
• Create
• Change
• Start
• Cancel it
• Save
• Verify
• Open
• Raise charge
• Print
• PDF
• Withdraw
• Preview

Help text and messages

The following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.

• Every call, meeting, note or message resets the clock.
• The client and the deal are created together. A client with this phone or email is found and used, never duplicated.
• Choose your industry once. It creates the pipelines, stages, fields and lost reasons your trade uses, and you can change all of it afterwards.
• A phone number or an email address is needed, so someone can reach them.
• A follow-up message written from this deal's history. Edit it, then send it yourself.
• Standard workflows start by themselves when a deal is created, reaches a stage, is won or lost, when a project is created, goes live or closes, and when a marketing post is written, approved, published or fails. Start one by hand here for anything else.
• The lead becomes an opportunity on an account. Its whole history moves with it.
• Prices come from this account's price list and group discount, as a document for them would. Type a description instead of an item for a one-off service.
• Fill them in on the record (job, pay, dates), or take them out of the letter under Administration > People & Payroll > Letters.
• No letters are set up. Add them under Administration > Module Settings > People & Payroll > Letters.

Verification still required

Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.

See the operating manual, coverage register, and troubleshooting guide.