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:

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:

  1. Click Parent Account lookup. The Account lookup window is displayed.
  2. Search and select the parent account.
  3. Click Ok.
  4. 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.
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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.