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 ![]() |
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 ![]() |
Owner | User or team of users with access rights to the account. Click the ![]() |
Lead Source | How the company found out about the account (e.g. a magazine ad or telesales). Click the drop-down arrow and select an item from the list. |
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.