Non Account Details

Field

Description

Name

Enter the name of the account as it should appear throughout the MYOB EXO Business system.

Phone

Enter a contact phone number for the account.

Fax

Enter a fax number for the account.

E-mail

Enter an e-mail address for the account.

Website

Enter the account's website address.

Postal Address

Enter the postal address of the account.

Postal Code

Enter the postal code if it is known, or select the postal code from a lookup window by clicking the [...] button.

Delivery Address

Enter the delivery address of the account. Click the small button next to the delivery address to retrieve geolocation details (latitude and longitude) that match the address entered here. An icon on the button displays the status of the match:

• - the system hasn't attempted to retrieve details yet.

• - details successfully retrieved. Clicking the button again will open your default browser, showing the location on a map. shift+clicking the button will attempt to retrieve location details again.

• - an error occurred when attempting to retrieve details. Hovering the mouse over the button will display a popup message indicating why the attempt failed.

Type

This is a descriptive classification of the account. Select the type of account that the Non Account is, or select "Edit List..." to create a new type.

Account Template

Select the Debtor account that will be used as a template for the Non Account. Any pricing rules used by the template account will be applied when generating quotes for the Non Account, e.g. for an Opportunity when using EXO Business CRM.

Note: Debtor accounts can be marked as templates by ticking the Account Template flag on the Details 1 tab of the Debtor Account Details window.

Base Price

The base price to assigned to this Non Account - this is determined by the Account Template. For example, you might have set up a base price called "Trade", and another called "Internet", and determined

Sales Person

Select a staff salesperson to be assigned to this Non Account. This is optional. Any transactions against this account will then be logged against this staff member.

Contact Person

The default contact for the Non Account. Contacts are set up on the Contacts tab for the account. Initially, this field will be empty - after you have created the Non Account and added Contacts for it, you can specify one of them as the default here.

Campaign Wave

This field is available if the EXO Business CRM module is installed. If the Non Account is associated with a campaign wave, e.g. if it came about as a result of a campaign, the wave can be specified here.

Facebook
LinkedIn
Twitter

To view social media account information for the Non Account, enter their usernames or logon IDs here.

Note: The LinkedIn ID must be the numerical ID, not a username. The Facebook ID can be a numerical ID or a Facebook username, if one has been set up.

Extra Fields

If any Extra Fields have been defined for Non Accounts, fields in positions 1 - 3 will appear in this area, while any others will appear on the Extra Fields tab.

Notes

This area is a free-form notes area where you can enter any extra information about the account.