Displaying Account Details

You can display account details by using the Accounts view.

To display account details

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. In the Accounts list, drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane, including:

   • The following information (if any) associated with the contact:

     • Assets. Tap to show the asset information for the account. For more information, see Modifying Asset Information for an Account.

     • Agreements. Tap to show the agreement information for the account. For more information, see Viewing Agreement Information for an Account.

     • Addresses. Tap to show the address information for the account. For more information, see Modifying Address Information for an Account.

     • Credit Memos. Shows credit memo information for the account. For more information, see Viewing Credit Memo Information for an Account.

     • Notes. Tap to show the note information for the account. For more information, see Modifying Note Information for an Account.

     • Merchandising Locations. Tap to show the merchandising location information for the account. For more information, see Modifying Merchandising Location Information for an Account.

   • A Side Menu containing the following options:

     • Contacts. Shows the contact information for the account. For more information, see Modifying Contact Information for an Account.

     • Product Distribution. Shows the product distribution information for the account. For more information, see Modifying Product Distribution Information foran Account.

     • Orders. Shows the order information for the account. For more information, see Modifying Order Information for an Account.

     • Invoices. Shows the invoice information for the account. For more information, see Viewing Invoice Information for an Account.

     • Returns. Shows the return order information for the account. For more information, see Modifying Return Information for an Account.

     • Activities. Shows the call activity for the account. For more information, see Modifying Activity Information for an Account.

     • Products. Shows the product-to-merchandising location associations for the account. For more information, see Associating Products to the Merchandising Locations of an Account.

3. To go to a different account, use the navigation arrows in the main pane.