You need to have the “Create accounts” permission to perform this action.
To create a new account, you can click on the below button in the Account List, you can create a Person or Company Account
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.
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.
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.
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.
After the user account has been created, an email notification will be sent to the customer with username and password to log into the customer portal.
