Using the Account Detail View
Use the Account Detail view to see, add, or edit information for a selected record. The detail view consists of information fields, tabs, and a user-defined middle section.
Select Accounts, from the navigation bar, to open the Account List view. Click on the account name to open the Account Detail view. If required, use the lookup to locate an account.
On this page you can:
- Use the lookup to search for records.
- Click
, to switch to the Account List
view. - View a group
- The Task Pane contains the
Common Tasks section. In this section, you can:
- Using Mail Merge in the web client
- View or print a detail report
- Add Response to Campaign
- Add Note
- Schedule new Meeting, Phone Call or a To-Do task. See Scheduling an Activity
- Import records
- View Contacts or accounts on a contour map
- View Nearby Accounts
- The Task Pane contains the Account Tasks section. In this section, you can promote account to Infor CRM Back Office Extension only.
The View Parent/Child Hierarchy Option
The
() option allows the user to view the
parent/child hierarchy for the selected account.
To use the option, a parent account must be assigned to the account. To assign a parent account:
- Click Parent Account lookup. The Account lookup window is displayed.
- Search and select the parent account.
- Click .
- Click .
By default, only an administrator has access to this feature. To provide the access to other users, the administrator can set the Entities/Account/Hierarchy secured action for the user on the Secured Actions page.
Account Fields
The account fields contain the primary information about the account. Users with appropriate permissions can edit these boxes.
Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
Detail View Tabs
Each tab shows specific information you can use for account related activities. The tabs present are:
Additional tabs may be available if your implementation includes a Back Office Extension. The additional tabs present are:
| ERP Details | Contact Associations | Ship To |
| Sales Persons | Invoices | Bill To |
| Shipments | Receivables | Accounting |
| Accounting Entities tab | Invoice Aging tab |
User Defined Section
You can drag and drop tabs into the user defined middle section. The tab remains there until it is moved back to the lower section.