Account Customers are a core part of the FieldInsight system. Everything done in the system must be associated with a customer. This document explains how to create an Account Customer in FieldInsight.
Create a New Account Customer
Adding new customer data to FieldInsight is a simple and straightforward process.
To create a new Account Customer:
Click "Accounts" in the left menu.
In the sub-menu, select "Account Customers".
On the Account Customers page, click "+ Add Account Customer" to create a new record.
Enter your client’s business name and click "Next".
Filling Out Account Customer Details
Depending on your configuration settings, some Account Customer fields may be hidden by default. To view them, click the arrow next to "Edit Account Customer".
If you want the fields to always be visible, refer to this help document on how to change your account settings.
Complete the customer details in the appropriate fields. Any custom fields related to the Account Customer will appear in the left section.
Saving the Account Customer Record
Once all the information is entered, choose one of the following options:
Save & Close – Saves the record and returns to the Account Customers page.
Save – Saves the record while keeping you on the current page.
Now that the Account Customer is created with all relevant information, you can create and link Sites and Contacts to this customer.