Clicking on the Edit link from the page menu will display the previous information entered and allows changes to be made.
The following fields are required:
Account Name
Primary Contact Name
Primary Contact Email
User Type
Billing Street
Billing City
Billing: Zip/Postal Code
Billing: Country
Clicking on Update Account will save
and overwrite any previous information.
Options allow the selection of the account owner (lists dealer users), parent
account, primary contact, and whether to include the information in the
Viewer Sync.
A parent account is not required, however you may assign one to create a
hierarchy thereby assigning your new account as a child of another account.
The parent account drop-down lists all accounts which are one level higher than
your new account. To select an account which is not in the list, type a
portion of the parent account name and select the drop-down to search and
display the resulting matches.
To create a sub-dealer account, assign a Dealer User as the primary contact
type.
Additional contacts may be assigned by click on the
Add/Edit Contacts link.
Copyright © 2008 FMAudit, LLC. All Rights Reserved.
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