Adding and Editing Accounts

The system uses accounts to group together several customers from the same organisation. The same mechanism is used for adding and editing accounts. When editing an account you are first prompted to select the Member to be edited. (This screen is skipped when adding a new Member).

Here you can either enter the account number or opt to select the account from a filtered list of all accounts. Having selected a account to edit you are the presented with a new window in which you can edit the account details.

 

Account Overview

This tab allows you to edit several basic customer fields.

  • The account name
  • The name of the primary contact

Account Address

On this page you can edit the address information for the account. The fields (address, town, etc) should be filled in as appropriate. Any customers in this account can link to the common information for the account.

 

Member List

Customer list

This tab allows you to add, edit or remove customer records that are associated with this account.

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