You can assign an account position to a contact to designate the position the contact has within his/her organization.
Add an Account Position
- Click the Account Positions link from the Main Menu. The Account Positions page opens.
- Click the Add button. The Add Account Position window opens.
- Enter the following information:
- Description - Name of the position.
- Status - Active positions are available for selection from the Position drop-down.
- Code - Unique alphanumeric value.
- Click OK.
Change an Account Position
You can change the information for an account position after you have created it. When you change the information for an account position, it updates wherever the account position is used. If you don't want to update the already existing account position data, then you must add a new account position using the steps in Add an Account Position.
- Click the Account Positions link from the Main Menu. The Account Positions page opens.
- Select the account position to edit.
- Right-click and select Edit. The Edit Account Position window opens.
- Update the necessary information.
- Click OK.
Inactivate an Account Position
If you no longer use an account position but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an account position inactive, it is no longer available for selection in the Position drop-down.
- Click the Account Positions link from the Main Menu. The Account Positions page opens.
- Select the account position to make inactive.
- Right-click and select Edit. The Edit Account Position window opens.
- Select Inactive from the Status drop-down.
- Click OK.
Delete an Account Position
If you no longer use an account position and don't want to keep a record of it, you can delete it. When you delete an account position that is used, you receive a prompt to select an account position to replace the account position you are deleting. You cannot undo the delete or delete and replace process.
- Click the Account Positions link from the Main Menu. The Account Positions page opens.
- Right-click on the account position to delete.
- Select Mark for Delete.
- Click the Save button. If the account position is used, the Replace window opens.
- Select the account position from the drop-down to replace the deleted account position.
- Click OK.
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