Adding the Identifier Details of an Account

Prerequisites

To add the identifier details of an account, you should have:

  • Account identifier types defined in the application.

Procedure

To add the identifier details of an account:

  1. Ensure that the Account Identifiers section is expanded in the Customer Registration - Add Account screen when you are adding or editing the account of a person.

    The Account Identifiers section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Primary ID Used to indicate whether the account identifier is primary or not. Yes
    Account Identifier Type Used to indicate the identifier type for the account. Yes (Conditional)
    Note: This field is required while adding an account identifier.
    Primary Account Identifier Used to specify the primary account identifier for the account identifier type. Yes (Conditional)
    Note: This field is required while adding an account identifier.
    Note: You must specify at least one primary identifier while adding an account for a person.
  2. Enter the required details in the Account Identifiers section.
  3. If you want to add more than one account identifier for the account, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an account identifier from the account, click the Delete (The Delete Icon) icon corresponding to the account identifier type.
  4. Click Validate and Save.
    The identifier details are added for the account.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to add an account for a person Adding an Account for a Person
How to edit the account details of a person Editing the Account Details of a Person