Accounts

An account describes a new client in the FEDS system.

To create a new account:

1. Click on the Accounts tab.

2. Click the New Account button.

3. Fill the details for the account, including the contact person.

4. Click the Create button.

Account Fields

Field	Description	Format
Name	The name of the account. This is generally the name of the client/organization.	Text – between 5 and 100 characters long.
Contact Person	The contact person's full name.	Text – between 5 and 100 characters long.
Phone (Contact Person)	The contact person's work number.	Text – between 10 and 20 characters long. Possible Formats.
Email (Contact Person)	The contact person's work email.	Email Address
Account Status	The working status of the account.	Account Status
Account Type	The category the client belongs to.	Account Type
Industry	The industry that the client operates in.	Text – between 5 and 100 characters long.
Region/Territory	The region/state/city/country that the client operates in.	Text – between 5 and 100 characters long.
Account Manager	The name of the account's manager.	Text – between 5 and 100 characters long.
Contract Start Date	The date that the contract with the client begins.	Date
Contract End Date	The date that the contract with the client ends.	Date

Accounts also track the creator and editors of the account, along with the dates that they are modified.