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Account Configuration

Account Types

In Administration → Entity Manager → Account → Fields → type:

Type Value Style
Customer Customer success
Partner Partner default
Investor Investor default
Reseller Reseller default
Supplier Supplier info

Industries

Extended industry list in Entity Manager → Account → Fields → industry:

  • Advertising, Aerospace, Agriculture
  • Banking, Biotechnology, Building Materials
  • Chemical, Computer, Consulting, Construction
  • Defense, Education, Electronics, Energy
  • Entertainment, Finance, Food & Beverage
  • Healthcare, Hospitality, Insurance
  • Legal, Manufacturing, Marketing, Mining
  • Real Estate, Retail, Software, Technology
  • Telecommunications, Transportation
  • ...and more

Addresses

Accounts have two addresses:

Address Use
Billing For invoices and accounting
Shipping For product delivery