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Creating An Account

To create an Account, follow these simple steps,

  1. Hover over the "Customers icon in the sidebar and select Accounts".

  2. Click on the "+New" button.

  3. A window appears in the middle of the screen. Enter the details, such as,

    • Account Details

      • Account Name: Enter the name of the account you are about to create. This is a mandatory field.

      • Type: There are various types of accounts, such as, "Prospect", "Customer", "Vendor", "Partner" and "Client". Choose any one type according to the requirement. The type of account can be customized by you in the "PartyType" section in Configuration.

      • Category: Select the category of the account from the drop-down.

      • Industry: Select the industry from a wide range of options in the drop-down. Such as, Agriculture, Hospitality, Farming, etc.,

      • Description: Describe about the account in 1-2 lines. Describing always helps the user for any future references.

      • Website: Add a valid website link of the account. (For example: https://www.ephanti.com/)

      • Status: Set the status of the account, if it is 'Active' or 'Inactive'. By default the status is always "Active". This means the account is currently in use and fully operational. If the account fails to be in use, then switch the status to "Inactive".

      • Organization: By default, the window will display the default organization name set for that tenant which you are logged in. You can change the organization from the drop-down provided.

      • Owner: Add the owner from the employees list provided in the drop-down.

    • Contact Details

      • Contact First Name: Enter the first name of the contact associated with the account.

      • Contact Last Name: Enter the last name of the contact associated with the account.

      • Contact Email: Enter a valid email id of the contact.

      • Parent Account: Group similar accounts into a parent account for better and organized view. Select the parent account from the list provided in the drop-down.

    • Address Details

      • Address Line 1: Enter the address details of the account.

      • City: Enter the name of the City.

      • Zipcode: Add the zipcode here.

      • State: Select the state after selecting country from the list. Then all the states belonging to that country will be available in the list. Choose the required state.

      • Country: Select the country from the list provided in the drop-down.

      • Tags: Tags are nothing but a way to notify that the account belongs to particular group in an organization. You can add tags from the list provided in the drop-down.

  4. Click on "OK" to save the account.

You have successfully created the account.

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