# Address Book Overview

The <span class="s2">**Address Book**</span> is the central hub for managing companies, departments, and individuals within Dewesoft CRM. It forms the foundation of your CRM data, enabling a clear and hierarchical view of your business relationships.

This chapter outlines how the four key entity types — <span class="s2">**Accounts**</span>, <span class="s2">**Child Accounts**</span>, <span class="s2">**Departments**</span>, and <span class="s2">**Contacts**</span> — relate to each other and how they form a structured, visual <span class="s2">**account family tree**</span>.

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#### **Account**

An <span class="s2">**Account**</span> represents a <span class="s2">**legal business entity**</span> registered in a national company register.

**Key Attributes:**

- **Legal Company Name**
- **Tax Number**
- **Billing Address**

Accounts are the top-level entities in your CRM. They may have related child entities (Child Accounts, Departments, Contacts), but they themselves are standalone representations of registered companies.

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#### **Child Account**

A <span class="s2">**Child Account**</span> is functionally identical to a standard Account, with the same legal attributes. The distinction lies in its relationship.

When is an Account a Child Account?

- When it is <span class="s1">**linked as a child**</span> to another Account.

Typical use cases for Child Account(s):

- <span class="s1">A </span>**subsidiary**
- <span class="s1">A </span>**spin-off company**
- A <span class="s1">**branch office**</span> within a larger account group with its own registered legal entity, billing address, and TAX number

This relationship enables <span class="s2">**grouping multiple legal entities**</span> under one parent, helping you track corporate structures and related business units.

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#### **Department**

A <span class="s2">**Department**</span> is a <span class="s2">**subdivision within an Account**</span> (or Child Account). It does *not* exist independently and always inherits from a parent Account.

**Use Cases:**

- Internal teams such as:
    
    
    - *NVH Testing Department*
    - *Quality Control*
    - *Durability Lab*
    - *Etc.*
- Different <span class="s1">**physical locations**</span> under the same legal company
    
    
    - e.g., “Volkswagen Testing Center – Munich Branch”

**Key Department Rules:**

- <span class="s1">Every Department </span>**must belong to an Account or Child Account**
- <span class="s1">Departments are used to </span>**group opportunities, activities, and contacts**<span class="s1"> at a finer level</span>
- A Department is <span class="s1">**not a legal entity**</span>, but a logical grouping mechanism
- You cannot set the billing address to a department, as it inherits one from its parent Account. If you need to change the billing address of a Department, you are probably working with a different Account. In this case, it's better to open a separate account and link it to your parent Account as a Child Account.

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#### **Contact**

A <span class="s2">**Contact**</span> is a <span class="s2">**real individual**</span> that you interact with. The contact will be uniquely identified by **Email address**.

**Relationship Rules:**

- A Contact may:
    
    
    - <span class="s1">Belong to </span>**an Account only.**
    - <span class="s1">Belong to </span>**a Department**<span class="s1">, in which case it also </span>**automatically belongs to the parent Account.**
- Contacts can be linked to <span class="s1">**multiple Departments**</span> within the same or related Accounts.

This flexibility allows you to accurately model the real-world scenario of professionals who:

- Operate across multiple teams or departments
- Are involved in several roles within a business relationship

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#### **Account Family Tree**

The CRM’s <span class="s2">**Account Family Tree**</span> visually represents hierarchical relationships between:

- Accounts and Child Accounts
- Departments
- Contacts

This structure allows you to:

- <span class="s1">**Easily navigate**</span> complex corporate hierarchies
- <span class="s1">**Group related entities**</span> under a unified umbrella
- <span class="s1">**Improve visibility**</span> into how different parts of an organization interact with Dewesoft

> 💡 *You can view the Account Family Tree in the CRM to understand all relationships at a glance.* A diagram will be provided in this manual to illustrate typical tree structures and linking best practices.