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The information in this panel reflects the currently selected account type. From here you can change account type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Account Type Fields:
Name: a descriptive name for the account type (e.g. Enterprise)
Default: if set the account type will be selected by default when creating a new account
References tab
This section displays where the selected account type is used in the system. By default the reference data is displayed in a summary format to indicate where the account type is in use, however the Entity drop down field can be used to view the exact system objects that the account type is configured on.
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The available actions are described below:
Add an Account Type
Under the Account Types heading on the left click the + icon
Under the Add Account Type heading on the right specify the account type details.
Add an Account type name for e.g. Site as shown in Fig-1.
the above account type can be made the default account type by updating the “Default” checkbox.
Click Save to add a new account type.
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Fig-1
Delete an Account Type
Under the Account Types heading on the left select the account type you wish to delete.
Under the same Account Types heading click the delete icon.
On the confirmation dialog that appears select Yes.
For e.g. Account type named “test” will be deleted when the delete icon is clicked and later yes is clicked to confirm the delete.
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