# Accounts

An **Account** in Projetly represents a business, organization, or client that your team works with. This module helps you manage all client-related information, interactions, and projects in one centralized location for seamless collaboration and efficiency.

Key features include:

* **Client Management**: Store and organize essential client details, including contact information and account history.
* **Project Association**: Link multiple projects to a single account for better oversight.
* **Activity Tracking**: Keep a record of all interactions, updates, and progress related to the account.
* **Custom Fields**: Add specific details unique to your business needs for a tailored experience.

The Accounts module ensures you have a complete overview of your client relationships, helping you nurture connections and drive long-term success.

Check the following pages for more details:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td></td><td><a href="/pages/o2DSLCDp414X7Kt7oyPU">Add Account</a></td><td><a href="/files/9ohqoCZ5Ehg681ANpchm">/files/9ohqoCZ5Ehg681ANpchm</a></td><td></td></tr><tr><td></td><td></td><td><a href="/pages/BLDODTaqeVCUytkhVYs4">Account Overview</a></td><td><a href="/files/tBMUlG1h8YVPLPfdPP6z">/files/tBMUlG1h8YVPLPfdPP6z</a></td><td><a href="/pages/BLDODTaqeVCUytkhVYs4">/pages/BLDODTaqeVCUytkhVYs4</a></td></tr><tr><td></td><td></td><td><a href="/pages/iSA4yrpuouDHaQHahWY2">Account Summary</a></td><td><a href="/files/gRML8CGSgPriiP940GMA">/files/gRML8CGSgPriiP940GMA</a></td><td><a href="/pages/iSA4yrpuouDHaQHahWY2">/pages/iSA4yrpuouDHaQHahWY2</a></td></tr></tbody></table>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.projetly.ai/home/documentation/accounts.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
