In Unity PMS, Accounts and Contacts hold all the client contact information. These records can be used on multiple matters and helps keep track of all changes to clients' details. 

Business Account

Business Accounts are typically used to store and manage information about organizations, firms, or companies.

Steps to Create a Business Account

1. Navigate to Accounts

1. From the Unity PMS main menu, go to Accounts.
2. Click New.
3. Select Business Account.

You will be directed to the New Account: Business Account screen.

2. Complete the Account Information Section

Fill in the following fields:

• Account Owner
  • This is automatically populated (e.g., Unity Admin).
• Account Name (Required)
  • Enter the official name of the business or organization.
• Parent Account (Optional)
  • Use this if the account is a subsidiary or belongs to a parent organization.
• Phone (Optional)
  • Enter the main contact number of the business.
• Fax (Optional)
  • Enter the fax number, if applicable.
• Website (Optional)
  • Enter the company’s website URL.
• Client Number (Optional)
  • Populate this field if a client reference number is required.

3. Complete the Additional Information Section

Provide any additional details if available:

• Type
  • Select the appropriate account type from the dropdown.
• Industry
  • Choose the industry that best describes the business.
• Employees
  • Enter the approximate number of employees.
• Annual Revenue
  • Enter the estimated annual revenue of the business.
• Description
  • Add any relevant notes or background information about the account.

4. Save the Account

Once all required information is completed:

• Click Save to create the account and remain on the record.
• Click Save & New to create the account and immediately add another one.
• Click Cancel to discard any changes.

Contacts

In Unity PMS, Contacts represent people associated with your clients, matters, or organisations.

Steps to Create a Contact in Unity PMS

1. Navigate to the Contacts Tab

• From the Salesforce navigation bar, click Contacts.

2. Click “New”

• On the Contacts home page, click the New button to create a new Contact record.

  You will be directed to the New Contact screen.

• 

3. Enter Contact Details

Fill in the required and relevant fields, including:

Mandatory Fields (may vary by configuration):

• Last Name

• Account Name (associated client or organization)

Common Optional Fields:

• First Name

• Email Address

• Phone / Mobile Number

• Title

• Address details

4. Save the Contact

• Once all required details are completed, click Save.

• The Contact record will be created and displayed on screen.