Creating an Account

  1. Select Accounts > New. The Account page is displayed.
  2. 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.
  3. Specify the address details in the Address Details Section.
  4. Specify the tax related information in the Billing Details Section.
  5. Click Save.