Understanding The System

I walk through how data is organized in Current so users can navigate accounts, locations, billing, and contacts efficiently. I explain that the system hinges on two primary entities—accounts and locations—each with its own ID to keep physical‑location data (meters, backflow devices, occupancy history) separate from financial data (bills, payments). I show how to identify editable fields (pencil icon) and preview items (eye icon), describe transaction details, and clarify the primary account owner concept and how to switch contacts. I also cover key actions from an account screen (service orders, payments, one‑off charges) and demonstrate the reusable table component with search, export, column hiding, reordering, filtering, and inline editing. After this overview, users should be able to locate, edit, and manage core data throughout the app.