Account Grouping: Roll Up Account Activity & See It From One Account

Consolidate activity in Handle across multiple accounts for streamlined management and comprehensive customer insight.

Many of our users have customers with multiple businesses. They need to invoice each entity separately, but when viewing accounts, they need to be able to see all activity at once.

Account Grouping allows you to see all of this activity without having to open each account separately. It creates 360-degree visibility of the customer that helps you save time preparing for site visits and calls. 

For instance, if you have three accounts in the Handle database, you can create an account group linking those accounts to one account group. This lets you go into any one of the linked accounts and select an option to show activity from all the accounts in that group. 

1. See the activity in all grouped accounts in one view.
2. See which account the activity is related to.

Step 1: Create an Account Group Record

1. Create and name the account group.
2. In that group, search for and link accounts.

Step 2: Toggle On/Off the Account Group

When you open any of the accounts in an account group, you’ll see the toggle switch to display a consolidated list of all activity in the group.

1. Click the gear icon at the top right of the account view.
2. Under “Show account group activity,” choose On or Off.

This feature is available to all users. If you have questions, let us know at https://texadasoftware.com/support/