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:
- Click
button.
The Account – Add page is displayed.
- 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 |
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 ![]() You can also click |
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 ![]() You can also click |
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. |
- Click
button to save the Account information.
You can also click button to save the Account information and add another Account.