The company record: your single view of every account

Every company in Current's CRM has one page that answers "where do things stand with this account" without you hunting across tabs. It's built as a command deck: a hero band up top with the numbers that matter, one activity timeline in the middle instead of five separate logs, and a right rail you can collapse down to just what you need.

At the top of the page: the company name, its classification and lead-source badges, an owner chip (or a Claim button if nobody owns the account yet — see "Company ownership and the account executive book"), and quick actions to start a Business Review, log a follow-up, add a contact, or start a deal. A pencil button next to Business Review adds or edits the company alert. Below that sits a row of four stat tiles built around what an account manager asks first: active MRR (hidden from anyone without financial visibility), Renewal — how many days until the earliest active recurring contract renews, turning amber inside 120 days — Support this month (ticket count and support hours, with the trend against the prior month), and when your team last touched the account. The 90-day headcount trend chart (Devices, M365 seats, Contacts on one shared scale) now lives in the body, directly above the activity feed. "M365 seats" counts only mailbox-bearing base licenses (for example 3 Business Basic + 16 Business Standard = 19 seats), classified by your email-seats offering's rules — add-on, backup, or phone lines named after Microsoft 365 never inflate it.

The AI relationship read is now one calm line at the bottom of the hero: a health verdict and score, a one-sentence summary, and the single most useful next action as a button. Click "Full read" to expand everything it used to show — highlights, growth signals, every suggested action, and the refresh control. Nothing was removed; it just stopped shouting. It reasons over your real ticket, project, and contract data for that account rather than guessing.

Under the hero, a Needs attention card lists at most three items pulled from the same AI read, ranked by urgency: churn risks first, then renewals, then expansion and upsell openings. Each row names the issue, gives the one-line why, and carries the action to take — log a call, set a follow-up, or start the expansion deal — using the same flows the rest of the page already has. No signals, no card: an account with nothing urgent shows nothing.

When a company has an alert, it shows as a full-width banner at the very top of the page — impossible to miss before a call. Anyone who can view the company can add, edit, or clear it (the pencil in the header or the Edit button on the banner). On Autotask companies the alert syncs two ways with the Autotask Company Detail Alert, so what your service desk sees on the company is exactly what sales sees here, whichever side wrote it. Companies on ConnectWise or HaloPSA keep the same banner inside Current only, and the banner says so. If an Autotask push is rejected, the banner shows a quiet failed note with a Retry — nothing is lost.

The center of the page is a single timeline instead of separate tabs for notes, meetings, calls, and tickets. It merges seven kinds of activity into one feed: notes, meetings, calls, emails, support tickets, deal events, and tasks. A search box in the feed header narrows it as you type — by person, subject, body text, or ticket number — and combines with the time range and kind filters. Log a new note, meeting, or call straight from the composer at the top. Tickets and emails populate automatically from your synced PSA and Microsoft 365 data — nobody has to copy them in by hand. Emails and support tickets carry full detail for the last 100 days; older ones keep their subject, dates, and a short summary forever, and the feed says so at the bottom. Notes, meetings, calls, and quote activity are never trimmed.

• ＋Notes and logged calls/meetings — added by anyone with access to the account
• ＋Tickets — pulled in from your PSA automatically
• ＋Emails — pulled in from synced Microsoft 365 mail
• ＋Deal events — stage changes and win/loss on any open or closed deal
• ＋Tasks — your own follow-ups tied to the account

The activity panel has a "Files" chip alongside the kind filters. Open it and Current shows the documents attached to this company — and its opportunities — in your PSA (Autotask, ConnectWise, or HaloPSA): signed agreements, quotes, scopes, and anything else your team has uploaded there. Sort the list by newest, oldest, name, size, or file type, and click any row to preview it in place — PDFs and images open in an expandable viewer with buttons to open full-size or download; other file types offer a download.

Files are never copied into Current. The list is a lightweight index that refreshes from your PSA when you open it, and the actual file is pulled from your PSA the moment you preview or download it — so your documents stay where they live. Access follows the CRM: only people who can already see the company can see its files, and Partner Viewers can never reach them.

One thing does land here automatically: when you win a quote through the Win Quote wizard — into a project or a post-sale ticket — Current files the signed quote PDF onto the company in your PSA, renamed to the company name, the quote name, and the date you converted. It appears in this Files list right away, so the signed paperwork lives with the account instead of buried on the opportunity. (Live for Autotask and ConnectWise; HaloPSA follows once its attachment API is verified.)

The rail on the right leads with an always-open At a glance summary — the handful of questions you'd ask about any account. Every other section now starts collapsed, with its answer right in the header ("$4,286/mo · renews Oct 2027", "187 contacts") so the page reads top to bottom without a wall of open cards. Open a section only when you need the depth:

The "Start Opportunity" action in the hero band opens a quick-create dialog for a new deal against this company — no need to leave the page and go to the deals board. See "Working deals: pipelines, stages, and winning" for what happens next.