Account form

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.
Account Code	This field stores a unique value for each account. The value is determined by the last used value, which is stored in the com.snc.cs_base.last.generated.code.tree.path system property. For more information, see Properties installed with Customer Service Management. Note: If this property is reset to the value that's already being used, the system attempts to create new accounts with account codes that are already in use, which can result in an invalid insert.
DUNS Number	DUNS stands for Data Universal Numbering System. It is a globally recognized unique identifier for businesses, widely adopted by governments and organizations around the world.
Active	This field indicates whether a customer account is active or inactive.