The account
An account is a customer with a name against it. The owner is the person who rings when the schedule slips, and the renewal date is what puts it on the calendar.
Sharma Traders is already on the book.
Who answers for it.
How you describe this kind of customer to each other.
What they bill in a year, as entered. Left empty it stays unknown rather than zero.
When the contract or rate agreement ends.
It opens with no drivers, so it carries no health score until somebody scores the first review. The page will say so rather than showing a zero.
Cancel
Added by Deepak, and the record will say so.