General

Account name

The name of the account. Accounts usually represent companies or other commercial or non-commercial bodies.

Account status

Allows to select an account status. If defined, the account can be labeled with an account status, e.g. a V.I.P. account.

Subsidiary of

Allows to select an account, i.e. company or other commercial or non-commercial body, of which the current account is a subsidiary.

Account owner

Allows to define an account owner, i.e. user responsible for management of the current account.

Address

Address line 1

The first line of the account's address.

Address line 2

The second line of the account's address.

City

Allows to define the city where the account has its address.

Zip code

Allows to define the zip code of the area where the account has its address.

Country

Allows to define the country where the account has its address.

Phone

The phone number of the account.

Fax

The fax number of the account.

E-mail

The e-mail address of the account.

Website URL

The website URL of the account.

Notes

You can leave account notes either as plain text or as text with basic formatting, and you can also add your stamp by clicking the Add stamp button.