Viewing Other Information for Accounts

You can view other information, such as service requests, billing information, shipping information, and invoices, for an account.

To view other information for an account

1. Navigate to the Accounts screen, then the Account List view.

2. Drill down on the Account Name field for a selected account record.

3. To see more information about the account, complete the following steps:

   1. Click the Service Requests tab to view the service requests for the account.

   2. Click the Bill To/Ship To view tab to view the billing and shipping information for the account.

   3. Click the Invoices view tab to view the invoices for the account.