Bookshelf v7.5: Account Screen Views

Table 1. Views of the Accounts Screen
Feature	Comments
My Accounts	Displays a list of accounts assigned to you. Typically, you add new accounts in this view.
My Team's Accounts	Displays a list of accounts assigned to your team. A manager's own accounts also appear in this view.
All Accounts	Displays a list of all accounts throughout your company, within the organization to which you belong.
All Accounts Across Organizations	Displays all accounts throughout your company. This includes accounts that do not belong to your organization.
Explorer	Displays hierarchical information about an account in an Explorer format. The Account Explorer view is also a convenient navigation tool.
Account Team	Displays the members of the account team and their contact information.
Activities	Displays activities associated with an account.
Activity Plans	Provides a method of associating activity plan templates with an account. An activity plan template is a set of activities directed toward a specific business goal or marketing technique.
Addresses	Displays the addresses of your accounts. An address record may be shared between many contacts or many accounts. As a result, if you modify the address for a contact, it will modify the same address for other contacts and accounts that use this address record.
Agreements	Displays a list of all agreements, such as contracts or service agreements, associated with an account.
Assessments	Provides a method of associating assessment templates with an account. An assessment template is a set of attributes used to assess the business potential of the account.
Assets	Displays a list of assets owned by the account, including vehicles.
Attachments	Displays any file attachments that are associated with an account.
Bill To/Ship To	Displays billing address and shipping address information.
Categories	Displays account information that is not tracked in the standard Accounts views.
Charts	Displays graphical representations for accounts based on specific criteria.
Contacts	Displays contacts associated with an account. Contacts are individuals with whom you currently conduct business or expect to conduct business. For more information on contacts, see Working with Contacts.
Notes	Allows you to record unstructured responses and share notes with your sales team.
Opportunities	Displays a list of opportunities associated with an account. An opportunity is defined as a potential revenue-generating event.
Order History	Displays a list of orders associated with the account. Allows you to modify and view the status of and details for sales and service orders.
Organization Analysis	Displays an organizational chart that reflects the complex relationships that characterize accounts.
Price Lists	Displays the current price list and terms associated with the account.
Service Requests	Displays the service requests associated with an account. A service request is a request for information or assistance with products or services that the customer purchased from the company. For more information on Service Requests, see Working with Service Requests.
Vehicles	Displays a list of vehicles owned by or related to an account. End users can assign vehicles to an account from either the Accounts screen or the Vehicles screen. For more information on vehicles, see Working with Vehicles.

This section provides a sample scenario for working with accounts. The order in which the procedures are performed may vary based on your company's business practices.