Add Individual Account

Add General Information

Add User-Defined Information

1. Access the Details module for the account you plan to add a new account to.
2. Select Add Account.
   
   
3. Fill out the information for each of the tabs.
4. Once you have filled out the required fields, you can save all changes by selecting Add Account.

Add General Information

1. Fill in the form:
   • Select Individual for the Account Group.
   • Select a Prefix.
   • Type in the First name.
   • Type in the Middle Initial.
   • Type in the Last name.
   • Type in the Suffix.
   • Type in the Account Number.
   • Select an Account Type.
   • Type in the Address.
   • Type in the Zip Code then select Lookup Zip Code to autofill City and State.
   • Select the Account Status.
   • Select the Status Effective Date.
   • Select More settings to include additional details as needed.
   • Type in the E-mail.
   • Type in the Phone Number.
   • Type in the Fax Number.
   • Type in the Social Security Number.
   • Select an account to Bill To if invoices should be sent to a different account.
2. Continue to the next tab.
   
   

Add User-Defined Information

1. In the next tab, include information for any user-defined fields required by the organization.
2. Select Add Account. 
3. In the confirmation box asking if you are sure you want to add this account, select Confirm.