Account Details form

The Accounts Details form enables you to create or review account details for a customer or for a partner.

Field	Description
Name	Name of the enterprise or customer.
Number	Unique system-assigned account number, starting with a prefix ACCT.
Primary Contact	Name of the primary contact person for the account.
Parent Account	Name of the parent account, if any, for this account. - For example, if you are setting up an account that is a national branch of a multi-national corporation, the parent account is the one for the multi-national corporation. - If there isn't a parent account, leave this field empty.
Registration Code	Registration code, if any, assigned to the account.
Customer	Option that designates if this account is for a customer.
Partner	Option that designates if this account is for a business partner.
Website	URL of the website for this account, if any.
Phone	Primary phone number for the account.
Street	Street address for the account.
City	Name of the city for the account.
State / Province	Name of the US state or Canadian province for the account.
Zip / Postal code	Zip or postal code for the account.
Country	Name of the city for the account.
Notes	Free form note text for the customer account.
Industry	Sector or market in which the account operates.
Legal entity name	Registered business name.
Business structure	Indicates the legal form of the organization such as LLC or Corporation.
Assumed name	The trade name or DBA \(Doing Business As\) used publicly.
Date of Incorporation	The date the business was legally formed.
Trademark	Registered brand or symbol associated with the account.
Tax ID	Unique tax identification number for regulatory purpose.
Email	Primary email address for account-related communication.
Sales Owner	The internal contact responsible for managing the account relationship.

Parent Topic:Order Management reference