Accounts are one of the core parts of the CRM module. From a single account, you can see and manage its contacts, equipment, and tasks.
How to open an existing account in the portal
Log in to the Wello Web Portal.
In the left navigation menu, go to the CRM Menu and select Accounts.
Use the search filters to find the account.
Select the account in the grid and click the three-dot menu icon on it, then select edit account, or simply click on the account reference number or account name in the grid to open it.
Once the account is open, you will land on the Overview tab by default, and you will see additional tabs such as Contacts, Equipment, and Tasks on the left side of the page.
Overview tab
The overview tab of an account serves as a central location displaying key information and data related to that account. It is organized into different panels, each containing specific data elements about the account.
Information on the Overview tab of an account includes:
Overview panel: It include general account information, such as account name, account ref, legal form, Address and location details, website, relationship, email address.
Linked to panel: It includes key information such as main service area and additional service areas the account is linked to, the parent account, and the organization.
Finance and invoice information panel: The Finance and Invoice information panel in the account overview tab displays key financial details related to the company or account. When expanded, it shows:
The "Financial information" section, which may include data such as VAT groups, VAT number, GLN code, IBAN, BIC, DUNS, Enterprise number, Registration city, and PO number checkbox.
The "Invoice / Pricing" section, which provides details about invoice pricing, such as the price list, default currency, fee list, payment method, document language, invoice due date (days), invoice end of month checkbox, invoice email, invoice contact, and discount group applied to the account.
You can toggle the visibility of this panel using the up and down icon on the panel header. When the panel is collapsed, these sections are hidden; when expanded, they are shown for quick access to financial and invoice-related information.
More Details panel : The More Details panel in an account overview tab provides additional company information beyond the basic financial and invoice details. When accessed, it displays:
"Assigned to" information, showing who is responsible for the account (account manager, Service manager and finance managers).
"Marketing information," which include marketing-related data like status, source, segment, industry and channel.
"Opening hours" for the company.
It also contains the Extra Information section for all custom fields defined for the account.
Attachment panel: The Attachment panel in an account Overview tab displays files related to the account. It includes a panel titled "Attachments" and an "Add attachment" button for uploading new files. If no attachments exist, an empty state message: "Drag file or click on Attachment button".
All information in the Overview tab of an account can be modified or edited if you have the Edit Accounts rights.
There is also an Archive Account button at the top-right corner of the Overview tab, which is used to archive the account.
Contacts tab
The Contacts tab shows the people who are linked to the company.
It displays in a grid listing all contacts associated with the company, showing details such as first name, last name, function, phone, mobile, email, and language. Contacts are essential as they represent the persons you interact with at the account, and are selectable for related objects like work orders, tasks, and invoices.
A user with Contact Create rights can create new contacts for the company, edit existing contacts to correct details, and archive a contact when that person should no longer be used but should remain visible in history.
The key actions on the Contacts tab of an account are adding new contacts, maintaining existing contact information, and making sure that the right people are available for use in work orders, contracts, invoices and other documents.
On each contact row in the grid, the three‑dot menu icon opens four options: Edit contact, Import contact, Archive contact, and Unlink contact. To edit a contact, click the three‑dot menu icon on that contact row and select Edit contact.
The plus (+) icon in the grid header of the Contacts tab is used to create a new contact for the account.
There is also a checkbox called Include archived contacts at the top of the grid. When selected, archived contacts are also shown in the grid.
Equipments tab
The Equipment tab shows which equipment or assets are linked to the company. These can be machines, installations or other items that you service for this customer.
If the company has child companies, equipment is grouped and ordered by Company & Location; otherwise, it is grouped and ordered by Location.
You typically see a list of equipment items that belong to the account, with information such as equipment name, reference, serial number, and location. From here, you can open a piece of equipment or a location to see more technical details or history. If the user has the required rights, they can add new equipment and locations or update existing ones directly from this tab.
The main purpose of the Equipment tab in an account is to give a clear view of the installed equipment for the company and to provide a starting point for field service activities such as creating work orders for a specific equipment.
The key actions on the Equipment tab of an account are viewing, adding and maintaining all locations and equipment linked to the account.
Equipment is organized under locations. In the grid, the plus (+) icon on a location row is used to create a work order for that location without specifying equipment. The plus (+) icon on an equipment row is used to create a work order directly for that specific equipment. The pen icon on both locations and equipment is used to open their details.
The plus (+) Add button in the top-right corner of the Equipment tab is used to add a new location or equipment. When clicked, you are presented with two options: create a location or create equipment.
Tasks tab
The Tasks tab in a company/account is used to see and manage all tasks that are linked to that specific company. Tasks are grouped and displayed by year. This year structure provides a clear timeline of all activities for the company and makes it easier to read and navigate long task histories.
From this tab, you can see which tasks exist for the company, who is responsible, and their status. Users with task rights can create new tasks, update existing ones, and close them when the action is completed. The Tasks tab helps ensure that all task-related actions for the account are tracked and completed.
Pending vs Completed toggle
At the top of the grid, there is a toggle with two options:
Pending
Completed
By default, Pending is selected. This means:
When you open the Tasks tab, you first see only open or active tasks for the company.
You can switch the toggle to Completed when you want to review older, finished tasks.
This makes it easy to focus on what still needs to be done, while still having access to history when needed.
The “Plus+ icon” in the grid header of the account task tab is used to create a new task for the account. It opens the task creation popup, and the system automatically preselects the customer.
On each task row in the grid, the three-dot menu icon opens three options: Edit task, Create task activity, and Complete task. To update a task, select Edit task. To create an activity for the task, select Create task activity. When the task is fully handled, select Complete task to close it.
Next?
Read more about how to create an account, tasks, equipments, contacts and locations.