Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Account Types panel on the left of this screen allows you to select existing types to view and edit on the Edit Account Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box.

Account Type Panel

The Account Types panel on the left of this screen allows you to select existing types to view and edit on the Edit Account Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box.

...

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.

...