Account

An account is a person or business for whom projects are completed for.

Attributes

Attribute	Type	Description
id	Integer	The unique id of the Account.
tenant_id	Integer	The id of the Tenant the Account belongs to.
rep_id	Integer	The id of the User that is assigned as the Account rep.
created_by	Integer	The id of the User who created the account.
type	Integer	The Account type. 0: Person, 1: Business
name	String	The Account's name.
address_street	String	The Account's street address.
address_city	String	The city for the Account's address.
address_state	String	The state for the Account's address.
address_zip	String	The post code for the Account's address.
address_latitude	Float	The latitude for the Account's address.
address_longitude	Float	The longitude for the Account's address.
shipping_address_street	String	The Account's shipping street address.
shipping_address_city	String	The city for the Account's shipping address.
shipping_address_state	String	The state for the Account's shipping address.
shipping_address_zip	String	The zip for the Account's shipping address.
notes	String	Optional notes or a description for the Account.
is_portal_enabled	Boolean	Determines if the customer portal is enabled for the Account.
created_at	DateTime	The date time of when the Account was created.
updated_at	DateTime	The date time of when the Account was last updated.

Allowed includes

Relation	Type	Description
rep	User	The User that is assigned as the primary Account rep.
tenant	Tenant	The Tenant the Account belongs to.
creator	User	The User who created the Account.

Allowed filters

Name	Type	Description
id	Integer	Filter Accounts by their id.
rep_id	Integer	Filter Accounts by their rep.
created_by	Integer	Filter Accounts by the id of the User who created them.
type	Integer	Filter Accounts by their type. 0: Person, 1: Business
name	String	Filter Accounts by their name.
search	String	Filter Accounts by a specific search term.

Allowed sorts

Name	Description
type	Sort Accounts by their type. 0: Person, 1: Business
name	Sort Accounts by their name.
primary_first_name	Sort Accounts by their primary Contact's first name.
primary_last_name	Sort Accounts by their primary Contact's last name.
address_street	Sort Accounts by their street address.
address_city	Sort Accounts by their city address.
address_state	Sort Accounts by their state address.
address_zip	Sort Accounts by their zip address.
shipping_address_street	Sort Accounts by their shipping street address.
shipping_address_city	Sort Accounts by their shipping city address.
shipping_address_state	Sort Accounts by their shipping state address.
shipping_address_zip	Sort Accounts by their shipping zip address.
created_at	Sort Accounts by when they where created.
updated_at	Sort Accounts by when they where last updated.