Account form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • The Customer Service Management application uses the Account form to store customer account information.

    For information about creating a customer account, see Configure accounts and contacts.

    Table 1. Customer Service Account form fields
    Field Definition
    Name The name of the company.
    Number The automatically generated account number for this customer.
    Primary Contact The name of a user who is the main contact for this company.
    Parent Account The parent account for this account. Use this field to create an Account hierarchy.
    Registration Code A unique code for this account. The customer administrator can provide this code to customers for use when requesting a login on the customer portal. The registration code provides a method for validating the customer and the company before the login request is granted.

    Enter an alphanumeric code in this field or click the Generate Code icon to generate a unique code.

    For more information about generating unique account registration codes, see the Account Registration code generation in Customer Service [KB0753505] article in the HI Knowledge Base.
    Customer Denotes this account as a customer account.
    Note:
    If you are creating a customer account, this field is enabled by default.
    Partner Denotes this account as a partner account.

    A partner can report and manage cases on behalf of customers. A partner can also be a customer.

    Note:
    If you are creating a partner account, this field is enabled by default.
    Website The web address for the company.
    Phone The phone number for the company.
    Street The street address of the company.
    City The city in which the company is located.
    State/Province The state or province in which the company is located.
    Zip/Postal code The zip code or postal code for the company.
    Country The country in which the company is located.
    Notes Any additional information about the company.