How to create a new Account
You should always create a new Account first and then add new Contacts to the Account.
What is an Account?
An Account is used to group people together such as Family Members, Companies, Insurers etc. Think of an Account as an entity for grouping contacts for example, an Account could be a Family Group and the Contacts in the Account are Family Members, or An Account could be a Trust and the Contacts could be the Trustees and so on.
Maintaining an Account
An Account is easy to maintain because you only really need to keep the Billing and Shipping address up to date. When you update any address in the Account, all Contacts in the Account will also be updated with the new details.
- Billing is the Mailing Address details
- Shipping is the Physical Address details such as Home, Office etc.
Create an Account first
The first thing you should do when you create a new client (if you are not creating them as a Lead) is the following.
- Create a new Account
- With the new Account screen open add new Contacts
- With the new Account screen open add new Loans, Policies etc