6.5.3 Account Entity Owner

Use the Account Entity Owner pane to view and update information about the entity owner of the account.

To update the entity owner of the account, follow these steps:
  1. In the Involved Account Details page, go to the Account Entity Owner Details pane.
  2. Enter the following information in the Involved Account Details pane .

    Table 6-10 Account Entity Owner Fields

    Fields Description
    Name Enter the name of the entity.
    Commercial Name Enter the commercial name of the entity.
    Incorporation Number Enter the incorporation number of the entity.
    Legal Form Select the legal form of the entity.
    Type of Business Select the business type of the entity.
    Email Enter the email ID of the entity.
    Company URL Address Enter the company URL address.
    Incorporation Date and Time Select the incorporation date and time of the entity.
    Incorporation State Select the state of the entity.
    Incorporation Country Select the country of the entity.
    Business Closed Select Yes or No to specify whether the business is closed.
    Business Closed Date and Time If the business has closed down, select the date and time on which the business was closed.
    Entity Tax Number Enter the entity tax number.
    Entity Tax Registration Number Enter the entity tax registration number.
    Comments Enter comments, if any.
  3. Click Save. A confirmation message is displayed and the newly added account entity owner appears on the list.