U17 Pop-Out Help

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titleCreating an Account

To create an account:

  1. In the Account List window, click New.
    The New Account window appears.

  2. Specify values in the fields.

    Info

    For information about the fields, see the Account Field DescriptionsFields section.


  3. Click Save.
    A message stating that the account is created appears. The details of the account appear in the Account List window.

Tip
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  • You can create another account by using the New button.
  • You can switch to viewing the table that displays accounts by clicking the Close icon .


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titleDeleting an Account

To delete an account, in the Account List window, double-click the row displaying the account, and then, on the More menu, click Delete.


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titleAccount Field DescriptionsFields

The following table describes the fields that appear in the various sections of an account record.

Section: FieldDescription
General: Name

Name of the account. This field requires a value.

General: Account NumberNumber of the account.
General: Original Account NumberOriginal number of the account.
General: Classification

Classification of the account.

General: Web SiteWebsite of the account.
General: Original IDOriginal ID of the account.
General: EmployeesNumber of employees in the account.
General: IndustryIndustry of the account.
General: Phone OfficeOffice phone number of the account.
General: Annual RevenueAnnual revenue of the account.
General: Phone AlternateAlternate phone number of the account.
General: Account Type

Type of the account.

General: AgentAgent assigned to the account.
General: Agent TeamAgent team assigned to the account.
DescriptionDescription of the account.
Billing/Shipping: AddressAddress of the account for billing and shipping.
Billing/Shipping: Postal CodePostal code associated with the address.
Billing/Shipping: CityCity associated with the address.
Billing/Shipping: StateState associated with the address.
Billing/Shipping: CountryCountry associated with the address.
Other: Ticker SymbolStock symbol of the account.
Other: Sic CodeStandard Industrial Classification (SIC) code of the main business categorization of the account.


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