How to Add a New Account within CSI Revenue Management Software.

Add a New Account

Adding a new account is simple. Follow these instructions.

1. Click Account / Add New.

2. The screen is blank. The system will assign the next account number. You may change that number if you want. It must be unique. Fill in all the other information such as addresses, numbers, email, etc.

3. When all the generic account information is entered, click Next, Previous then Save. Then continue on to “Add A New Service.”

Note: Step 3 is very important. When creating a new account the index on the tables are temporary. If Next, Previous and then Save are not clicked the index will not become permanent and when the account is accessed the account will be gone.

Note: The PIDN may be changed at this time only. If the PIDN is changed after services and charges are added the links between the tables will be changed and the data will become orphaned and inaccessible.