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Number: Select an existing account from the drop-down listStatus colour Green title Up to CRM.COM R8.0.0
Name: Select an existing account from the drop-down list (Starting from CRM.COM R9.0.0 the name of the account will be used to identify the account)Status colour Red title Available from CRM.COM R9.0.0
Number or name will be available only if you have selected an existing Contact that already has registered accounts in the system
OR- REGISTER NEW ACCOUNT
- Click on REGISTER NEW ACCOUNT to load the form for creating a new account
- Provide Main Information as required
- Select Bill Presentment Preferences
- Provide Paymnet Preferences
- Click on REGISTER NEW ACCOUNT to load the form for creating a new account
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- for more information on creating new accounts