An account department can be assigned to a contact to specify what department the contact works in within their organization.
In this article:
- Add an Account Department
- Edit an Account Department
- Inactivate an Account Department
- Delete an Account Department
Add an Account Department
To create an account department:
- Navigate to the Account Departments page and click Add. The Add Account Department window opens.
- Enter the following information:
- Description: Name of the department.
- Status: Active departments are available for selection from the Account Department drop-down.
- Code: Unique alphanumeric value.
- Click OK.
Edit an Account Department
The information for an account department can be edited after it's created. When you edit the information for an account department, it updates wherever the account department is used. If you don't want to update the already existing account department data, then you must add a new account department.
- Navigate to the Account Departments page and select the account department to edit.
- Right-click and select Edit. The Edit Account Department window opens.
- Update the necessary information.
- Click OK.
Inactivate an Account Department
To stop using an account department while keeping a record for reporting or other purposes, make it inactive. When you make an account department inactive, it is no longer available for selection in the Account Department drop-down.
- Navigate to the Account Departments page and select the account department to make inactive.
- Right-click and select Edit. The Edit Account Department window opens.
- From the Status drop-down, select Inactive.
- Click OK.
Delete an Account Department
To stop using an account department and remove it completely, delete it. If the account department is still in use, a prompt will ask you to choose another account department to replace it. The delete and replace process cannot be undone.
- Navigate to the Account Departments page and select the account department to delete.
- Right-click and select Mark for Delete.
- Click Save. The Replace window opens.
- Select the new value from the drop-down to replace the deleted value.
- Click OK.
Comments
0 comments
Please sign in to leave a comment.