Client Registry
04. Accounts & Organizations
Accounts form the central relational hub for B2B client management. An account record groups all individual contacts, historical quotations, current deals, and unpaid invoices under a single corporate entity.
Standard Account Schema & Validation
Core schema attributes enforced across corporate client profiles:
| Account Attribute | Type | Validation Rule |
|---|---|---|
| Account Name | String (Indexed) | Required. Minimum 2 characters. |
| Domain / Website | URL (Indexed) | Normalized lowercase for auto-matching incoming emails. |
| Billing Terms | Select | Net 15, Net 30, Due on Receipt, or Custom Terms. |
| Lifetime Value (LTV) | Currency (Calculated) | Auto-calculated sum of all Paid invoice line items. |
Accounts Module Alternatives Comparison
| Account Dimension | SHPI Accounts | Enterprise CRMs | Spreadsheets |
|---|---|---|---|
| 360° Corporate View | Directly lists contacts, invoices, deals, and notes on one screen | Fragmented across related lists with multiple page loads | Disconnected tabs requiring VLOOKUP / cross-sheet formulas |
| Real-time Rollups | Automatic calculation of total revenue and outstanding balances | Requires scheduled Apex jobs or complex rollup plugins | Manual sum formulas vulnerable to accidental row deletions |
| Data Ownership | Fully encrypted and locally cached for instant access | Locked in remote third-party cloud datacenters | Scattered across unsecured individual desktop files |