Account Management
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      2. Recordbase User Guide
      3. Account Management

      Creating an Account

      Before you can record any activities against the organisation you need to set them up (just like a new client). To do this follow the below steps:

      • Click New in the top left-hand corner of the Recordbase screen, select Account, The Account management wizard is displayed.
      • There are 4 screens to complete but the only screen with mandatory information is the details screen.
        • The industry type is taken from the Stats NZ Australia/New Zealand Industry Code list.
        • The region is also based on Stats NZ regions.
        • The account owner will default to the user logged in however you can search for a new account owner by clicking the arrow on the right-hand side.

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      The Edit screen allows you to add the contact details of any key contacts. An account can have many contacts set up. For example, you can add the contact details of the HR manager and Team Leader. You can specify which contact is the primary contact for the account; this is indicated by the green tick in front of the contact on the main Details screen.