back to How to... Rental

Create new account

If the Account doesn’t exist, the account should be created.  Accounts are normally created in Siebel but in this training we will create an account in e-Sy.CRM. New account can be created by pressing the button in

This screen is shown if a new customer has to be created. In here the user can enter all relevant customer data. For people with specific roles (=rights) it should be possible to change administration, types, statuses and associate types. For people with roles these fields will be read only (this functionality is to be developed in further detail).

Fields marked with a ! are mandatory . After saving the more information i.e. jobsites can be added.