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.

Note: The workspace is different depending on your access rights or if the installation has been customized.

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 Lookup to locate an account.

On this page, you can:

Use the lookup to search for records. See Using lookup.
Click List View to switch to the Account list view.
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 View Parent/Child Hierarchy option is used to view the parent or child hierarchy for the selected account.

To use the View Parent/Child Hierarchy 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 Ok.
Click Save.

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 and is used to view or upload an account image.

Note: Users with appropriate permissions can modify these 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:


Details	Contacts	Opportunities	Activities
Attachments	Tickets	More Tabs	Returns
Associations	Notes/History	Account Timeline	Literature Requests
Marketing	Responses	Reseller Opportunities	Assets
Contracts	Sales Orders	Addresses	Quotes
Sync History	Recommendations	CRM Workflows tab	Customer Journey tab

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.