Versions Compared

Key

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

...

Once saved, the PreActive status will be the default value in the Status field when adding a new account.

Account / New

...

Next Steps

  • Contact Types Optional Configuration:

    • Optional: Once account status types are configured you can define the contacts types that accounts can contain. See the Contact Types Configuration Example for an example of how to setup a contact type

  • Currency Exchange Required Settings: