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 account types. Account Type Groups, Account Type Categories and Account Type Classes are helpful for reporting and marketing purposes.
When an account type is assigned to an account or contact, the account type group, category and/or class are automatically assigned as well.
The highest level that can be configured 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 not required to add an account type.
In this article,
- Add an Account Type Group, Category or Class
- Add an Account Type
- Edit the Description of a Group, Category, Class or Account Type
- Delete a Group, Category, Class or Account Type
Add an Account Type Group, Category or Class
To create an account type group, category or class:
- Navigate to the appropriate page (Account Type Groups, Account Type Categories or Account Type Classes), and click Add. The Add window opens.
- 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.
- 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:
- Navigate to the Account Types page and click Add. The Add Account Type window opens.
- 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.
- Click OK.
Edit the Description of a Account Type Group, Category, Class or Account Type
The description of a group, category, class or account type can be edited after it has been created. When the description is edited, 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.
- Navigate to the applicable page (Account Type Groups, Account Type Categories, Account Type Classes or Account Types) and find the option to edit.
- Right-click on the option and select Edit.
- Edit the Description field.
- Click Save. Your changes will be saved and will show on all records assigned with that Account Type Group, Category, Class or Account Type.
Delete a Group, Category, Class or Account Type
To remove a group, category, class or account type completely, delete it. Once deleted, it cannot be recovered. To delete:
- Navigate to the applicable page (Account Type Groups, Account Type Categories, Account Type Classes or Account Types) and find the option to delete.
- Right-click on the option and select Mark for Delete.
- Click Save. The Replace window opens.
- Select the new value to replace the deleted value from the drop-down.
- Click OK.
Comments
8 comments
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
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
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
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
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
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
Hi USI,
Is there a way to retire old account types without deleting them?
Thanks,
Asli
0 upvotes
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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