1.3.1 Adding a New Account Type

To add a new account type, follow these steps:
  1. Click Add Account Type Add Account Type to open the Add New Account Type Code window.
  2. Enter values in the respective fields as described in the following table:

    Table 1-2 Account Type Fields

    Name Description
    Account Type Code Enter the account type code.

    Valid values are Alphanumeric and Underscore with a maximum length of 20.

    Account Type Code Name Enter the account type code name.

    Valid values are Alphanumeric, Underscore, Comma, Space, and Hyphen with a maximum length of 255.

    Note: These values consumed by other screens do not remain the same as given during the configuration or batch execution or assessment creation or case creation. But they will get updated as they are updated here. You will see the updated values as of date.

    Locale Select a value from the drop-down list.
  3. Click Save to save the account type.
    The new account type appears on the Account Type grid.