Add New Account

The Add New Account option enables you to create new Account records in the database. Perform the following procedure to create a new Account record:

1. Click button.

The Account – Add page is displayed.

2. Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Account ID	Enter a unique ID representing the Account.
Account Name	Enter the name of the Account.
Account Type	Click the drop down list and select the type of the Account. The available options are the following: ·         2 in 1 ·         Annuity ·         CD ·         Checking ·         Credit Card ·         Insurance ·         Investment ·         Mortgage ·         Personal Credit ·         Savings ·         Term Deposit You can also click  button to view the Option List.
Account Desc	Enter a description about the account.
Account Open Date	Click the text field adjacent to this field and pick the Account open date from the calendar.
Account Funding Date	Click the text field adjacent to this field and pick the Account funding date from the calendar.
Account Close Date	Click the text field adjacent to this field and pick the Account closing date from the calendar.
Account Balance	Enter the account balance.
Account Prior Balance	Enter the prior balance in the account.
Customer ID	Enter the Customer ID.
Household ID	Enter the Household ID.
Address1	Enter the address.
Address2	Enter the address 2.
City	Enter the city.
State	Enter the state.
Country	Enter the country.
Zip/Postal code	Enter the zip/postal code.
Primary Payee ID	Enter/pick the rate Primary Payee ID. You can enter the complete Primary Payee ID or enter partial Primary Payee ID. As you key in the characters, matching Primary Payee IDs are displayed as suggestions. You can pick the appropriate Primary Payee ID. Or, you can click  button to pick a Primary Payee ID from the Lookup window. You can also click  button to view the Option List.
Primary Payee Credit Pcnt	Enter the credit percentage of the primary payee.
Payee 2	Enter/pick the rate Payee2. You can enter the complete Payee2or enter partial Payee2. As you key in the characters, matching Payee2s are displayed as suggestions. You can pick the appropriate Payee2. Or, you can click  button to pick a Payee2from the Lookup window. You can also click  button to view the Option List.
Payee2 Credit Pcnt	Enter the credit percentage of the payee 2.
Referral ID	Enter the referral ID.
Referral Credit Pcnt	Enter the referral credit percentage.
Flexi Text 1	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 2	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 3	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 1	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 2	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 3	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Modified On	Click the text field adjacent to this field and pick the modified date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.

3. Click button to save the Account information.

You can also click  button to save the Account information and add another Account.