The Actis user creating the account will automatically become the account owner. Accounts can be shared with other Actis users and ownership of an account can be transferred.
From the main menu, click My Data, Account Science, Add Account
OR
From the main menu, click My Data, Account Science and under the Actions tab click Add Account
OR
Click the Account Science button on the home page and under the Actions tab click Add Account
The Account Summary page 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.