Accounts Listing Screen

📋 Accounts Listing Screen Overview

The Accounts Listing Screen, accessed from the Accounts tab in the navigation bar, is the primary location for locating and managing accounts within Inspect Point.

An Account represents the customer or parent organization in Inspect Point. For example, a property management company would be set up as an Account, with each of the different locations it manages set up as separate Buildings under that Account.

This screen provides a centralized view of all accounts in your Inspect Point instance. From here, users can search, filter, and open account records to view and manage their associated buildings and other details.

By bringing all relevant data into one place, your team can:

• Quickly locate an account by name
• See how many buildings are associated with each account at a glance
• Reduce time spent navigating to find the right customer record

🔍 Filters

The Accounts Listing screen includes filtering options to help you quickly find exactly what you're looking for.

Available Filters

• Name
• Status (Active/Inactive)
• Account Tags
• Territory

Key Behaviors

• Sticky Filters - Your filter selections are specific to you and will remain applied even if you leave the page and return later
• Click Reset to clear all filters and return to the full list
• Click the Filter icon to view and manage available filters
• The Status filter defaults to Active, so inactive accounts are hidden until you change it

📊 Account Table

The table displays all accounts matching your selected filters. You can configure which columns appear.

Configure Columns:

1. Click the vertical ellipses (⋮) in the table header
2. Check or uncheck fields
3. Click Apply

Your configuration will persist until you change it again.