There are three methods to open the Account Details screen of an account.

  1. Account Sidebar > Account Details

  2. (i) icon on the right most column of the Account List – with the Account Sidebar hidden

  3. Pressing on the Account Name within a Call (this is covered in a later chapter).


All items are editable by default but certain fields may be restricted by the Perenso Administrator to disallow editing of that item.

Press Save to update the account based on the changes made or press X to exit without saving any changes.
All possible kinds of Account fields and options that can be enabled are:
  • Mandatory Account fields
    - Account Type
    - Account Display Name

  • Address Type fields
    - Primary Address
    - Mailing Address
    - Delivery Address
    - Billing Address

  • Communication Type fields
    - Primary Email Address
    - Primary Phone Number
    - Primary Fax Number
    - Mobile Number

  • Account Contacts
    - Name details (first, middle, last etc.)
    - Communication Type fields (email, phone fax etc.)
    - Mark as Primary Contact (mandatory when at least one contact exists)
    - Send order copies to the specified email address

  • Account ID types
    - Wholesaler/Distributor Account Numbers
    - Other Account Reference Numbers

  • Free Text fields
    - Single line notes
    - Multiple line notes

  • Group fields
    - Single group selection (only 1 link to a group allowed)
    - Multiple group selection (can belong to several groups)

  • Account Availability
    - Defaults to always available
    - When you create a call for an account on a day set to unavailable, you are still able to create the call, but will show the account is unavailable when adding