Creating an Account
- Select Accounts > New. The Account page is displayed.
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Specify the information in the Account Details Section:
- Name
- The name of the Account.
- Owner
- The default user who logs on the application.Note: The default user can change the ownership to another user.
- Parent Account
- The hierarchical account to which the new account is a part.
- Website
- The web page associated with the account.
- Account Type
- The type of guest account.
- Phone
- The phone number of the account.
- Active
- If this check box is selected the account is set to active.
- Specify the address details in the Address Details Section.
- Specify the tax related information in the Billing Details Section.
- Click Save.