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Account Types Screen

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Last verified with: 10.8.6.0

Account Types are configured in Setup / Users & Accounts / Accounts / Account Types

Overview #

Account types are used to classify accounts (partner, enterprise, etc.). Account types are useful for reporting purposes, allowing you to filter data down to particular accounts (e.g. view revenue from a particular class of customers only). An account type is selected during account creation but it can be changed after the account has been created (on the Account / Overview / Settings / Account section).

Prerequisites #

Account types can be setup immediately, there are no prerequisite configuration steps.

Account Types 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. The available actions are described below.

Actions #

IconDescription
Deletes the account type if not in use (set on an account)
Adds a new account type

Edit Account Type Panel #

The information in this panel reflects the currently selected account type. From here you can change account type details.

Account Type Fields:

  • Name: a unique and 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. Only one account type can be configured as Default

References tab #

This section displays the entities that the selected account type is configured on within the system.

Guides #

Adding Account Types #

  1. Under the Account Types heading on the left click the  icon
  2. Under the Add Account Type heading on the right specify the account type details
  3. Click Save

Editing Account Types #

  1. Under the Account Types heading on the left click the account type you wish to edit
  2. Under the Edit Account Type heading on the right modify the account type details
  3. Click Save when you have finished making changes

Deleting Account types #

Note: Account types that are configured on system entities (i.e. Accounts) cannot be deleted.
  1. Under the Account Types heading on the left select the account type you wish to delete
  2. Under the same Account Types heading click the icon
  3. On the confirmation dialog that appears select Yes

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