Configuring Sales Account Types
Adding Account Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.
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Click New and enter the following details:
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Code: Enter an alpha-numeric code.
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Description: Enter a Description.
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Manage Translation: Manage Translations (available when the Multi Language OPERA Control is active). Click to open the multi-language descriptions screen and configure a language translation for the description.
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Sequence: Set an optional sequence.
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Click Save to save and exit or click Save and Continue to save the account type and add another.
Editing Account Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.
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Enter search criteria and click Search.
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Select the account type, click the vertical ellipsis Actions menu and select Edit.
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Update details.
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Inactive: Select the make the Account Type inactive.
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Click Save.
Deleting Account Types
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.
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Enter search criteria and click Search.
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Select the account type, click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.