Account fields
The following table describes the default information fields.
| Field | Description |
|---|---|
| Account | A company with which you have a current or potential business relationship. |
| Web | Account’s Web address. Click the field, and specify the
changes. To open the contact's Web site, click the
button.
|
| Main Phone | Main telephone number for account. |
| NPI | The National Provider Identification number. This is a unique 10-digit identification number issued to a provider of health care services. |
| Address |
Address or location of
the account. Click the
To view a map of the
address, click the
|
| Fax | Fax number for account. |
| Type | Category of the account. |
| Sub Type | The sub-category of the account. |
| Status | Account’s current situation. |
| Industry | The account's industry. |
| Description. of Business | Add a description of the account's business. |
| Acct. Manager | The person or team within the organization that manages the
account relationship. Click the
button to
find the
user or team within the organization to manage the account relationship.
|
| Owner | User or team of users with access rights to the account.
Click the
button to
find the
user or team within the organization that has access to the account.
|
| Lead Source | How the company found out about the account (e.g. a magazine
ad or telesales). Click the
button for
the field, and then click the Lead Source you want to add to the account.
|
Additional information may be available if the implementation includes a Back Office Extension. This information cannot be edited. To add or edit go to the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.