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How to display the Account Owner Type

Info

The Account Owner Type is automatically set when the account name is selected from the Account Name drop down list.

This article explains how to display a drop down that overrides this setting

Select Config from the main Admin menu

Select Config from the main Admin menu

In the Claim Form Tab select the Visible Fields Tab

In the Claim Form Tab select the Visible Fields Tab

Tick the "Account Owner Type Visible" checkbox

An additional drop down is displayed next to the Account Name drop down list

An additional drop down is displayed next to the Account Name drop down list

The values are

0 = 1st Contact

1= 2nd Contact

3 = Both Contacts