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

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

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The information in the form include:

Basic Information

This section contains all basic information of the customer. For examples: First Name, Last Name, DOB, Address…

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This action is to open the Update Account form popup where you can adjust information of the customer. It contains same information as you create a new customer.

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Delete Account

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You need to have the “Delete accounts” permission to see this button.

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