Page Comparison

Create Account

User needs to have the “Create accounts” permission to see this button.

This button is to open the Create Account form popup where user can create a new Person or Company Account.

To create a new account, user needs to fill all mandatory information which is marked with asterisk in the form.

Edit Account

User needs to have the “Update accounts” permission to see this button.

This button is to open the Edit Update Account form popup where user can adjust information of the customer.

Delete Account

User needs to have the “Delete accounts” permission to see this button.

This button is to completely delete a customer account, but ONLY IF the customer does not have any policy, otherwise user will receive this error message

Before processing this action, user needs to confirm via a Confirmation dialog