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 access the Account list view. Click the account name to access the Account detail view. If required, use the to locate an account.
On this page, you can:
- Use the lookup to search for records. See Using lookup.
- Click Account list view. to switch to the
- View a Group. See What are Groups?
The Task Pane contains the Common Tasks section. In this section, you can:
- Use the Mail Merge in the web client. See Using Mail Merge in the web client
- View or print a detail report. See Viewing a report
- Email. See Emailing contacts or leads
- Add Response to Campaign. See Adding response information
- Add. Note. See Adding a note
- Schedule new Meeting, Phone Call or a To-Do task. See Scheduling an activity
- Import records. See Importing records
- View Contacts or accounts on a contour map. See Viewing contacts or accounts on a Contour map
- View Nearby Accounts. See Viewing contacts or accounts that are nearby
- Start CRM workflow. See Starting a CRM workflow
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 is used to view the parent or child hierarchy for the selected account.To use the
option, a parent account must be assigned to the account. To assign a parent account you can:- 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
Additional information is 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 available are:
Additional tabs are available if your implementation includes a Back Office Extension. The additional tabs available are:
ERP Details | Contact Associations | Ship To tab |
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.