Account managers

This topic describes how to configure account managers for AR accounts.

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

1. Click Setup.

2. Expand Customer.

3. Expand Account Receivables.

4. Click Account Managers.

5. Do one of the following:

• To add a new account manager, click New.

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

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

1. Enter information about the account manager.

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.

1. Click Save And Close.