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Overview

Accounts in Nexus Search represent organizations or companies with whom you have or are establishing a business relationship. They serve as the central hub for managing all interactions, contacts, projects, and opportunities related to a specific company.

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Finding Accounts

You can access your accounts through the left sidebar navigation:
  1. Navigate to the Records section
  2. Click on Accounts
  3. View a complete list of all account records in Nexus Search

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Account Creation

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Quick Start

To create a new account:
1

Open Account Creation

Click the blue “Add Account” button in the top right corner
2

Configure AI Profile Generation

A dialog opens where you can enable or disable AI-assisted account creation (enabled by default)
3

Enter Account Details

Fill in the required and optional fields
4

Review AI-Generated Profile

Review the automatically generated company profile
5

Create Account

Click “Create Account” to finalize

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AI-Assisted Profile Generation

When AI-assisted profile generation is enabled, Nexus Search uses AI-powered web searches and additional data sources to automatically describe the organization or company. This includes:
  • Company activities and business description
  • Locations and office information
  • Publicly known decision-makers
  • Other relevant information to better understand the company
Content from the company website is incorporated into the company portrait.

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Required and Optional Fields

Company Name (Required)
  • Enter the company name (e.g., “Mustermann AG”)
  • This field is mandatory for account creation
Website/Domain (Recommended)
  • Add the company website or domain
  • Used by AI to enhance the company portrait
  • Website content is analyzed and incorporated
Account Description (Optional)
  • Add custom notes or observations
  • Options for adding content:
    • Copy and paste from other sources
    • Type your own thoughts and notes
    • Use Speech-to-Text feature to dictate your observations
      • AI creates a transcript automatically
      • Transcript is inserted into the description field
Account Workflow (Optional)
  • Select a workflow stage (e.g., “Prospect”, “New Customer”, “Existing Customer”)
  • Account workflows can be configured in Settings under “Workflows”

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Profile Review

After clicking “Create Profile”, you’ll see an overview page displaying:
  • AI-Generated Company Portrait - Comprehensive description of the company
  • Extracted Information:
    • Industry classification
    • Company size
    • Headquarters location
    • LinkedIn URL
Review the generated information and click “Create Account” to finalize.

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Viewing Account Details

Once created, you’ll be directed to the account detail page where you can:
  • View structured data in the Details tab
  • See the AI-generated company profile
  • Edit any information as needed
  • Access related records (contacts, projects, jobs, etc.)

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Editing Account Details

1

Open Account Details

Navigate to the account detail page
2

Access Details Tab

Click on the “Details” tab
3

Enter Edit Mode

Click the “Edit” button on the right side
4

Modify Fields

All account sections will open for editing. Update any relevant fields.
5

Save or Cancel

  • Click “Save” at the bottom of the page to save changes
  • Or click “Cancel” to discard changes

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Deleting an Account

Deleting an account will permanently remove the account and associated data. This action cannot be undone.
To delete an account:
1

Open Account Details

Navigate to the account detail page
2

Access Details Tab

Click on the “Details” tab
3

Scroll to Danger Zone

Scroll to the bottom of the page to find the red-highlighted danger zone
4

Initiate Deletion

Click the “Delete Account” button
5

Confirm Deletion

  • Read the warning about data loss
  • Type the account name into the confirmation field
  • Click “Delete Account” to confirm
Claude description:

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1) Deleting an Account

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(2) Other Entities

In all cases: The function only deletes the single entity you target plus its direct dependents (files, activities). It does not walk up or sideways to delete related first-class entities (e.g. deleting a project won’t delete its jobs; deleting a candidate won’t delete their applications unless the DB FK is set to CASCADE).