Customers

Adding and Updating Account Sites

Use the Account Overview page to manage details of an existing account.

This page has eight subtabs:

Sites.
Account Profile.
Profile Amounts.
Payment Details.
Communication.
Relationships.
Order Management.
Late Charges.

Attention: The information provided during the create customer or account flows defaults on the corresponding subtabs of the Account Overview page. For example, account site information, such as address and business purpose, defaults on the Site subtab of the Account Overview page.

Use the Sites subtab of the Account Overview page to view, add, and update the sites of existing accounts.

Prerequisites

Define accounts

To view and update an account site:

Navigate to the Sites subtab of the Account Overview page.

All the active sites for the account are displayed in the Sites region.
In the Sites region, click Details for the site you want to update.

To create an account site:

On the Sites subtab of the Account Overview page, click Create Site.
See: Creating and Updating Account Sites.