Bookshelf v7.5: Creating an Account


Field	Comments
Account Class	Distinguishes an account within an account hierarchy when dividing accounts into billing or service accounts. The Billing Account and Service Account Explorers filter on this field. Also, the accounts available for association in the Quotes and Entry views are determined by account classes. For Account Class, select Customer if you are creating a residential customer account. For more information on account classes, see Accounts Overview.
Account Team	Determines who can access information about the account.
Address	Address for the account. Enter a new address or associate an existing one. In the dialog box for associating addresses, the Premise check box indicates if the address is a premise.
Good Standing	Determines if the account is blocked centrally, which excludes certain activities from being performed. Note that this field is different from account status.
Lock Assignment	If you do not want Assignment Manager to run, check this field. If you do not select Lock Assignment, Assignment Manager can reassign this account to another team according to its territory. For example, if you want to allow a commercial account with three different locations to be handled by the same account manager, even though one or two locations fall in another account manager's territory, do not select Lock Assignment.
Site	Description of the location or function of the account, such as headquarters or corporate or San Francisco.
Synonyms	Allows you to refer to accounts (and their sites) in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products. When you search for an account or enter an account in another part of Siebel eCommunications, you can use a synonym instead of the actual name.