On this page you can Add New Record Account. You can do that from the green (+) button on the top right corner of the Account File page or from the small green (+) button on every line in the Account file.
The system will require you to fill the Name of the tab and if it’s a successor to one of the existing tabs. In the Depending On System Setup you have to choose which of the systems the tab is depending on, also you have to pick what account type you want the record account to depend on. You also have a checkbox which allows you to choose if you want the Account Type to be visible to the Account Manager.
When you finish with the settings for the Record Account, you can choose whether to Confirm or Cancel the Record Account.