Account Types

39 views November 16, 2016 jpajaro 0

Account types

This grid lists all Account types that will be used to classify customer accounts. You can create, edit, or delete Account types:

account typeAccount Types screen

Add a New Account Type

  1. Right click and select New.
  2. Type in a name for the new account type.
  3. When finished, click OK.

 

account-types-02New Customer Account Type Screen

Edit an Account Type

  1. Right click and select New.
  2. Edit the name of the account type.
  3. When finished, click OK.

clientEdit Screen