You can create new accounts from Daily Planner by either right-clicking on the map or by clicking Create Account at the top of the Accounts table. The Create Account window opens over the table/map view and will pre-populate with data if there is a primary account set. These values can be changed. The form will start blank and you can add values as needed. Account name and ID are required fields that must be filled out to create a new account. You can close the window by clicking the X in the upper right corner.

Typing into Address Line 1 automatically generates address suggestions as you type. If you choose a suggested address, all address fields will automatically populate relevant fields, including City, State, and Zip.

If you would like to geocode the account you can click Geocode. Once Geocoded, the georesult will show in place of the Geocode button. You can re-activate the Geocode button by either changing the address in some way or by clicking the Latitude Longitude button.

If you would like to manually adjust the latitude and longitude of the account pin, you can select the Latitude Longitude button. This opens a window where you can drag and drop the account pin on the map to select a specific latitude and longitude. Clicking Done accepts changes while clicking Cancel closes the window without making changes.

Below this section, the account will display a mini-map based on the address information provided.