Account Types

Accounts and contacts are classified using account types. Examples include association, corporation, member, and so on. You can use Account Type Groups, Account Type Categories and Account Type Classes to create a hierarchy for your account types. Account Type Groups, Account Type Categories and Account Type Classes are helpful for reporting and marketing purposes. 

When you assign an account type to an account or contact, the account type group, category and/or class are automatically assigned as well.

The highest level you can configure is an account type group, followed by an account type category, account type class and then the account type. For example:

Account Type Group: Large (Over 1000 Employees)
Account Type Category: Private
Account Type Class: Technology
Account Type: Corporation

Groups, categories and/or classes are are not required add an account type.

Add an Account Type Group, Category or Class

To create an account type group, category or class:

  1. Click the appropriate link (Account Type Groups, Account Type Categories or Account Type Classes) from the Main Menu.
  2. Click the Add button. The Add window opens.
  3. Enter the necessary information:
    • Description - Name of the group, category or class.
    • Status - Select Active to make the group, category or class available for selection when adding a new account type.
  4. Click OK.

Add an Account Type

After creating any necessary account type groups, categories and classes, you can create the account types and assign them to the appropriate account type groups, categories and classes. To add an account type:

  1. Click the Account Types link from the Main Menu. The Account Types page opens.
  2. Click the Add button. The Add Account Type window opens.
  3. Enter the necessary information:
    • Description - Name of the account type.
    • Group - The account type group for the account type.
    • Category - The account type category for the account type.
    • Class - The account type class for the account type. 
    • Code - Unique alphanumeric value used by the software.
  4. Click OK.

Change the Description of a Group, Category, Class or Account Type

You can change the description of a group, category, class or account type after you have already created it. When you change the description of a group, category, class or account type, it updates in all existing accounts and contacts. If you don't want to update existing accounts and contacts, then you must add a new group, category, class or account type.

Delete a Group, Category, Class or Account Type

If you want to remove a group, category, class or account type completely, you can delete it. Once a group, category, class or account type is deleted, you cannot recover it. To delete:

  1. Click the link for the applicable screen (Account Type Groups, Account Type Categories, Account Type Classes or Account Types) from the Main Menu. 
  2. Select the option to delete.
  3. Right-click and select Mark for Delete.
  4. Click the Save button at the bottom of the screen. The Replace window opens.
  5. Select the new value to replace the deleted value from the drop-down.
  6. Click OK.

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Comments

8 comments

Date Votes
  • Kieron Marshall

    Is there a way in the system to have a Default account type for any newly added account?

    We only need to filter on a % of our accounts and use types, but as I am unable to filter on blanks we need to assign the rest as a dummy type.

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    I don't believe this functionality exists out of the box, but it could very easily be achieved with a trigger. Shout if you need any pointers.

    I think we would prefer to see the option to search for "empty/blank" in ALL dropdown/multi-select filters. I'm sure someone must've raised this previously... oh wait- https://supportcenter.ungerboeck.com/hc/en-us/community/posts/206437817-More-Advanced-Filtering-in-V20-Required

    0 upvotes

  • Kieron Marshall

    Hi Lee, thanks for the offer but unfortunately we are hosted so triggers are not an option for us.

    Yes always trying to find a workaround like this because empty/blank filtering is not possible.

     

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    It is worth reaching out to USI. They have worked with us in the past to apply custom views/sprocs/triggers to hosted databases.

    Alternatively- if you're using v20 you could actually now use webhooks to achieve this.

    0 upvotes

  • Shelby Dodge

    Is there any way to automatically assign an account type to any account ordering service online through the iebms SOP?  If not, through ESC? 

    0 upvotes

  • Ryan Canny

    Hi Shelby,

    At this time there is not a way to assign an account type to any account ordering service online through SOP or ESC. However, we would to know more about your business case for needing to assign an account type to these applications. An enhancement case may be needed as we work with you on a solution. 

    Thanks,

    Ryan

    0 upvotes

  • Asli Okur

    Hi USI,

    Is there a way to retire old account types without deleting them?

    Thanks,

    Asli

    0 upvotes

  • Maggie U.

    Hi Asli,

    Unfortunately, there is not. When you attempt to delete an account type being used, you do get a prompt to replace the existing account type with a new account type but there isn't a retire process that allows you to remove it from the drop-down without deleting it.

    Thanks,
    Maggie

    0 upvotes

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