Accounts reference

Use the Accounts screen to add or edit a top-level account. The screen is split into two sections, basic information and budget information.

Account basic information

The Basic Info section contains the following fields.

Field Link	Description
Account Name	A unique, text identifier for the account. This is a required field.
Description	An optional description for the account. This description appears on the Accounts list page.
Team Members	List of owners for the account. By default, the creator of the account is listed as an owner. This is a required field.
Add/Remove Members	Displays a screen for adding and removing account owners.
Account Number	A unique, alphanumeric identifier for the account. Spaces are not permitted. This is a required field.
Security Policy	The security policy for the account. Only users in this security policy can access the account. This is a required field.

Account budget information

The Budget section contains cells for each month in a three-year period. Unica Marketing Operations tallies the amounts up to the appropriate quarter, and totals the account funds per calendar year.

You have the option of entering an account budget for three years—the current year, and the upcoming two years. These years will appear in the Account Summary For drop-down list on the Summary tab for the account.

If budget or invoice line items draw from the account in other years, those years will also appear on the drop-down list.