Create a new account
Open Account Science using the button on the home page
From the main menu, click My Data and select Account Science from the drop-down menu
Click Add Account on the Actions tab
The Account Summary will open
Complete the form with as much information as possible. The fields marked with an asterisk are mandatory and the record can only be saved once these fields are complete.
Account Name: Click in the field and type a name for the account
Address: Click in the fields and type an address if known. Note that an account can be a combination of locations, so an address may not be relevant.
Account Type: Select from drop-down options defined by your business
Account Status: Select from drop-down options defined by your business
Active: The checkbox is ticked by default. Uncheck this box to remove the account from the accounts list.
Click the Save button to continue or Save and Exit button to leave the account record.
Important: Accounts may be predefined by your business. In this case the accounts will be created for you and there will be no need to create your own.