Managing Accounts


The Accounts form can be configured by the Administrator as far as field positions, labels, making entries mandatory and adding user-defined fields. 

The account form is shipped with a set of fields that are system-defined, and cannot be removed from the form. Some of these fields can be hidden and re-labeled as needed.

The fields are organized in sections. The three sections; Account Information, Address Information and Other Information, are open by default. There are three additional sections that the administrator can make available, if desired.

The Account form in read mode, also displays additional sections for other associated records from other modules. Some of these sections will be hidden depending on user privileges and/or module availability.


Account Information:

This section holds the account-related fields.


Address Information: 

This section holds up to two different sets of address information. This address can be inherited by the Contacts form upon creation.


Other Information: 

This section can include additional fields for the Account like Source and Mailing list. Image or Logo upload is also on this section

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