Account
An account is a prospective customer with a possibility of a future transaction. An account is considered as a business or a specific customer and can also be a new or existing customer in M3.
The Account dimension contains all records for customer data maintained in the Account tab in M3 CLM.
This table shows the attributes that are part of the custom subject area:
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 |