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 Web address. Click the field, and specify the changes. To access the contact Web site, click the icon. |
| Main Phone | Main telephone number of the account. Note: If the main phone number is changed you may be
prompted to update a phone number of related
contacts.
|
| 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 option, to view the Edit Address window. See Adding or modifying an alternate address To view a
map of the address, click the icon. If Contour
integration is enabled and configured, a map is displayed, using the
Contour provider. If a provider is not configured, the address
displays in MapQuest.
Note: If the address is
changed, you may be prompted to update the matching addresses of
related contacts, open quotes, or open sales orders.
|
| 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 icon to find the user or team
within the organization to manage the account relationship. See Finding records Note: If the account manager is changed, you may be
prompted to update the matching account manager of related contacts,
open opportunities, open quotes, or open sales
orders.
|
| Owner | User or team of users with access rights to the account. Click the option to find the user or team within the organization that has access to the account. See Finding records |
| Lead Source | How the company found out about the account (for example a magazine ad or telesales). Click the arrow and select an item from the list. |
Additional information is available if the implementation includes a back office extension. This information cannot be modified. To add or modify view the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator. See Back Office