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Planview Customer Success Center

How to create a new "Account Type" in the customer treeview? (2014)

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QUESTION:

How to create a new "Account Type" in the customer treeview?

ANSWER:

Account types can be setup in System Manager >User Interface > Configurable Field Values for selection as below:

Category: Customer Lookups

Level: System

Code Type: Account Type

 

Typically Administrators would have this capability to create additional account types.

This field is for organizing your clients in meaningful groups.