Create an Account

1. Navigate to Accounts and click New (screenshot 1)

2. Select a Record Type - there is a brief description of each record type provided

3. Fill in the contact details, paying special attention to the mandatory fields in red (screenshot 2)

4. Ensure that the following format is followed when entering a new Account:

   1. Account Name starts with a capital letter and is followed by lower-case letters 

      1. If an Account Name consists of more than two words, they should both begin with a capital letter and be followed by lower-case letters

   2. Abbr Name should be a shortened version of Account's full name and not contain any special characters

   3.  Phone and fax numbers should be stored in the following format: +00123456789 (plus sign, country code, number, with no spaces in between)

5. Click Save

 Screenshots

Set up a Client Specific Rate

1. Navigate to an Account

2. Find the Client Specific Rates Related List and click New Client Specific Rate (screenshot 3 and 4)

3. Fill in the details and click Save

4. All Trips created from now on for this Account and the selected Arranger will take the client specific rates into account

 Screenshots

Add a Primary Contact to an Account

TBA