Name
This Account's Name. You can edit this field here, but it is created in the Client Name & Details page.
Description
The Description of the Loan. This is defaulted from the Account Type.
External Id
The External Id can be used to show an alternate Identification number for this Account. Like the Code, it also needs to be unique, but can be up to 40 characters long.
In order for this field to display, go to menu option Tools, User Preferences, Accounts, General Page, and tick the 'Show the External Id Field' checkbox.
Password
The Password is not used to lock the Account for viewing or editing, but it can be used for identification when talking to the Client. The Password is displayed as ******** on the Account form. You can view the Password by hovering the mouse over the key icon in the title bar at the top of the form. Click the 
to generate a new unique strong password.
Product Type
This is defaulted from the Product Type selected in the New Account wizard and can only be changed if the Account's Status is Quote.
Account Type
The Account Type is also selected during the New Account Wizard. You may change this at any time, but you need to be aware of the new Account Type's settings, as it may affect the maturity or repayments.
Promotion
The Promotion field shows whether a Promotion was used when establishing this Account.
Review Date
Optionally enter a Review Date. A Task Log will be created and will appear in the Manager's Task List.
Alert Message
Enter or select an Alert Message if required. This is limited to 100 characters and will show prominently in the Key Details Pages. Additionally it will display an alert icon with a tooltip in the form heading. If the Account has a Workflow it will show in the Workflow Key Details and in the Task Manager Summary
Ledger, Purpose, Source and Region
These fields are used to group Accounts for reporting purposes.