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You need to have the “Create accounts” permission to see perform this button.This action is to open the Create Account form popup where action.
To create a new account, you can click on the below button in the Account List, you can create a new Person or Company Account.
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This action will open the Create Account form popup where 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…
Other Information
Additional information of the customer, including: Credit Score, Credit Rating, Payment Remarks, KAM…
Relationships
This section contains the list of relationships of the customer. You can add a new relationship by clicking on the 
button. To add a new relationship, you need to select a relation Account and a corresponding Relationship Type.
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Contact List
This section contains the list of contacts of the customer. You can add a new contact by clicking on the button. To add a new contact, you need to fill all mandatory information which is marked with asterisk in the form.
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User Account
You can only see this section if your organization has a customer portal. This section allows you to create a user account for the customer to log into your organization’s customer portal.
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