Page Comparison

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• Add an Account Status Type

  1. Under the Account Status Types heading, click the '+' icon

  2. Under the Add Account Status Type heading ,specify the account status type details. For e.g. Account Status Type “test” is entered. Status selected as “Non-Billable“ as shown in Fig-1

  3. Click Save to add the account status.

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Fig-1

• Delete an Account Type

  1. Under the Account Status Types heading, select the account status type you wish to delete. For e.g. Account Status Type : “test” is selected to be deleted as shown in Fig-2.

  2. Under the same Account Status Types heading click the below delete icon

     

  3. On the confirmation dialog that appears select Yes. Selected Account Status Type will be deleted.

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Fig-2

• Edit an Account Type

  1. Under the Account Status Types heading , click the status type you wish to edit. For e.g. Account Status Type : “test” is selected to be edited as shown in Fig-3

  2. Under the Edit Account Status Type heading , modify the status type details .

  3. Click Save when you have finished making changes to save the changes.

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Fig-3

Next Steps

<<documentation team task: link to next configuration article>>

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