Account types
Set the kinds of account your team picks from, such as Customer, Prospect, Partner or Vendor.
Updated 12 October 2026 · 2 min read
An account type says what a company is to you, such as a Customer Account, a Prospect Account or a Vendor/Supplier Account.
For example, a wholesaler works with shops that buy from them and factories that supply them. They keep Customer Account and Vendor/Supplier Account, and add "Franchise Store" for their franchise shops. Now the team can filter accounts by type and see every franchise store in one list.
Before you start
- To see the list, you need the View Configurations permission. To add a value, you need Create Configurations. To change one or switch it off, you need Edit Configurations. To delete one, you need Delete Configurations.
If you don't have a permission you need, ask your admin.
Where it's used
- Account Type on accounts.
The list
Go to Settings > Configurations and click Account Types. You start with 10 types, such as Customer Account, Prospect Account and Partner Account.
Add a value
- Click Add Type. The Create window opens.
- Fill in the fields. Fields marked * must be filled in.
- Click Create.
| Field | What to enter |
|---|---|
| Name * | The type, up to 100 characters, such as "Franchise Store" |
| Sequence * | Its place in the dropdown, from 1 to 100. Lower numbers come first |
| Description | When to use it, up to 255 characters |
New values show in everyone's dropdowns straight away.
Change, switch off or delete
Click ⋮ on a value:
- Edit changes it. The window is called Update.
- Make it Inactive hides it from dropdowns. Records that already use it keep it. Make it Active shows it again.
- Delete removes it. You can't delete a value that records still use.
Each one asks you to confirm first. See Configurations.
Renaming a value doesn't change records that already use the old name. They keep showing the old name.
An account type used by accounts can't be deleted.
Troubleshooting
| You see | Why | What to do |
|---|---|---|
| "Account type cannot be deleted as it is used by … Deactivate it instead to hide it from new records." | Records still use the value | Click Make it Inactive instead |
| "A account type with this name already exists." | The name is taken, maybe by a deleted value | Pick another name |
| "Sequence must be at least 1" or "Sequence cannot be more than 100" | The sequence is outside 1 to 100 | Enter a number from 1 to 100 |
Related
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