Create or edit an account

This is the form for adding a new account or changing the details of an existing one. The fields shown depend on how your organisation is configured.

Where to find it

• To create: select Create account on the account search page.
• To edit: select Edit account on an account.

What you see

• The account form. When editing an existing account its reference is shown at the top.

What you can do

Control	What it does
Customer details	The customer’s name or company, email, phone and address. Which fields appear, and which are required, comes from your organisation’s form configuration; the fields above are the standard set.
Tags	Free-text references for finding the account later, for example a policy number.
Save	Creates the account, or saves your changes to an existing one, and opens it. Rules: Create an account, Update an account.
Cancel	Discards your changes and returns without saving.

Things to note

• Creating an account requires account-creation permission; editing requires account-edit permission.
• The set of fields is configured per organisation, so it varies between sites.
• If the account is updated elsewhere while you are editing (for example a payment arrives), you are asked to refresh the form before continuing.