Adding the Identifier Details of an Account
Prerequisites
To add the identifier details of an account, you should have:
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Account identifier types defined in the application.
Procedure
To add the identifier details of an account:
-
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. - Enter the required details in the Account Identifiers section.
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If you want to add more than one account identifier for
the account, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove an account identifier from the account, click the Delete () icon corresponding to the account identifier type.
-
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 |