Account

An account is a prospective customer with a possibility of a future transaction. The Account may be a business or a specific customer and may or may not be an existing customer already in M3.

The Account dimension contains all records for customer data maintained in the Account tab in M3 CLM.

The attributes listed in the table are part of the custom subject area. M3 Analytics contains more attributes in the default subject area. For a complete list, see the mapping document in KB 2015457.

Hierarchy Custom subject area Attributes
Account M3A Opportunity Management

Account Group, Account Group Code, Account Group Name

Account Since Date

Account Number

Account Process, Account Process Code, Account Process Name

Account Type Private

Account User Defined ID

Address

Business Line, Business Line Code, Business Line Name

City

Corporation

Country, Country Code, Country Name

County

Create Date

Department

District, District Code, District Name

Employee Count, Employee Count Code, Employee Count Name

Fax

Full Name

Has Business Area

Location Number

Middle Name

Name 1, Name 2

Organisation Number

Phone

Preferred Visit Day

Rating, Rating Code, Rating Date, Rating Name

Region

State

Status

Turnover, Turnover Code, Turnover Name

Type Of Account

Update Date

Visit Address

Zip Code