Difference between revisions of "Create Account Screen"
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*'''Account Name''' - This is the name you are assigning to the account, and is a required field to create the account. | *'''Account Name''' - This is the name you are assigning to the account, and is a required field to create the account. | ||
| − | *'''Parent Account''' - This optional field can be used to indicate a parent account for the | + | *'''Parent Account''' - This optional field can be used to indicate a parent account for the account you are creating. You can enter the account ID manually or search for it using the [[lookup widget]. |
*'''Local Name''' - This is the name of the account in its local language, if it is different from the general account name. | *'''Local Name''' - This is the name of the account in its local language, if it is different from the general account name. | ||
*'''Site Name''' - ??? | *'''Site Name''' - ??? | ||
| − | *'''Preferred Currency''' - This indicates the preferred currency for the | + | *'''Preferred Currency''' - This indicates the preferred currency for the account. Select the currency from the drop down menu. The default is set during [[Configuring Your Applications#Configuring_the_CRM.2FSFA_Application|CRM/SFA Configuration]]. |
* The following input fields are to record additional information for your benefit: | * The following input fields are to record additional information for your benefit: | ||
| − | **SIC Code - The Standard Industry Classification (SIC) code of the | + | **Ownership - This describes the structure of the account's ownership, for example: "LLC", or "Sole Proprietorship". Select the applicable ownership description from the drop down menu. |
| − | **Ticker Symbol - This is the stock symbol for the company associated with the | + | **SIC Code - The Standard Industry Classification (SIC) code of the account. |
| + | **Ticker Symbol - This is the stock symbol for the company associated with the account, if the account's company is publicly traded. | ||
Revision as of 05:56, 28 September 2007
The "Create Account" screen is divided into the following sections:
Basic Account Details
Enter the appropriate information into the following fields:
- Account Name - This is the name you are assigning to the account, and is a required field to create the account.
- Parent Account - This optional field can be used to indicate a parent account for the account you are creating. You can enter the account ID manually or search for it using the [[lookup widget].
- Local Name - This is the name of the account in its local language, if it is different from the general account name.
- Site Name - ???
- Preferred Currency - This indicates the preferred currency for the account. Select the currency from the drop down menu. The default is set during CRM/SFA Configuration.
- The following input fields are to record additional information for your benefit:
- Ownership - This describes the structure of the account's ownership, for example: "LLC", or "Sole Proprietorship". Select the applicable ownership description from the drop down menu.
- SIC Code - The Standard Industry Classification (SIC) code of the account.
- Ticker Symbol - This is the stock symbol for the company associated with the account, if the account's company is publicly traded.
