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

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

To create a new account, 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.