Corporate accounts are used to link the revenue of multiple contacts to one. For example, you may get business from a company that has offices in every state/province of your country, with reservations being made for the separate offices during the year. If you would like to view statistics for the company as a whole, you can either sum the revenue of each office manually, or link the offices' contact profiles to a corporate account. You can link a corporate account to each contact.
Choose
Corporate Accounts from the
Setup » Contacts menu.
Item |
Description |
Description of the available options |
|
Close |
Click this button to close the window. |
Edit |
Click this button to change the details of the selected record. |
New |
Click this button to add a new record. |
Delete |
Click this button to delete the selected record. Note that you cannot delete a record that is in use. |
Item |
Description |
Description of the available fields |
|
Corporate Account |
A unique numeric or alpha-numeric code of up to 8 characters. |
Description |
A description of up to 50 characters. The description is used to attach the corporate account to a contact.
|
Defined
corporate accounts can be printed from the Reports » System menu.