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 (WWW) 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 (Edit) button, to open the Edit Address window. To view a map of the address, click the (Map) button. If Contour integration is enabled and configured a map is opened using the Contour provider. If a provider is not configured then the address opens in MapQuest.
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 (Find) 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 (Find) 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 (Find) 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.