Setting up account managers

You have the option of assigning account managers to AR accounts.

To set up an account manager:

1.

Click Setup.

2.

Expand Customer.

3.

Expand Account Receivables.

4.

Click Account Managers.

5.

Click New.

6.

Enter the following information: SHOW MORE INFO

• Code

• Name

• Contact information

Field	Description
Code	A unique code that identifies the account manager.
Name	The name of the account manager. Click the full name selection box if you want to include a title, middle name, or suffix like Jr.
Inactive	Select this option to deactivate the account manager.
Phone	The account manager's phone number.
Mobile	The account manager's mobile phone number.
E-mail	The account manager's email address.

7.

To copy an existing account manager, select it and click Copy.

8.

To edit an existing account manager, select it and click Edit.

9.

Click Save And Close.