Account Details Tab

The Details tab appears in the Account Detail view. This tab contains specific information about the account. You can edit the information at any time by clicking in a box and typing new information, or select from a list of available items.

Note: The workspace can be different based on the access rights or if the installation has been customized.

To edit a contact, open the Account Detail view. Select the Details tab. After completing all the edits, click (Save).

The various fields present on the Account Details tab are:


Field	Description
Region	The region in which the account is located.
Ticker Symbol	The abbreviation used by one of the stock marketplaces to identify the account. The ticker symbol allows you to view current stock quotes for the account.
SIC Code	Standard Industrial Classification Code of the account.
Yearly Revenue	The account's revenue for the year.
Time Zone	The time zone where the account is located. Click Show Local Time to display the local time for the account.
Account ID	Displays the account's ID number that is automatically generated when the account is created. You cannot change this number.
Closed Date	The date on which the account is closed. To edit click the Calendar icon and select a different date.
Create Date	The date that the account was created.
Create User	The user responsible for creating the account record.
Credit Rating	The account's credit rating.
Currency	(Accounting Integration)The account's currency.
Days since last touched	The number of days since the last time an account activity was completed.
Employees	The number of people employed by the account. You can specify the number of employees working for the account.
Import Source	Displays a value if the account information was imported from another source.
Last History By	The user who created the last history record for the account.
Last History On	The day on which the last history record was created.
Lead Source	The source which helped the company identify the account (e.g. a magazine ad or telesales). Click the drop-down arrow and select an item from the list.
Misc. Phone	An additional telephone number for the account.
Modify Date	The date that the account was last modified.
Modify User	The user who last modified the account record
Reason Lost	The reason an account was closed. To edit, click the drop-down arrow to select from the list.
Region	The region in which the account is located.
SIC Code	Standard Industrial Classification Code of the account.
Ticker Symbol	The abbreviation used by one of the stock marketplaces to identify the account. The ticker symbol allows you to view current stock quotes for the account.
Time Zone	The time zone where the account is located. Click Show Local Time to display the local time for the account.
Yearly Revenue	The account's revenue for the year.

Additional information may be available if the 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 the administrator.