Opening Account Details


There are 2 methods to open the Account Details screen of an account.

  • Expand the Account Details from the Account Sidebar and press on Edit Details.

  • Tap on the Account Name within a Call.



Account Details page


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 the Back arrow to exit without saving any changes.


Account Fields and Options
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, able to create the call, but shows the account is unavailable