View Account Details

Here's how to see account details using the Accounts list.

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

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. To view the related items for the selected account, tap the following names in the list in the side pane:

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

   • Calls. Shows the call information for the account. For more information, see Change Call Information for an Account.

   • Addresses. Shows the address information for the account. For more information, see Change Address Information for an Account.

   • Contact Affiliations. Shows the contact affiliation information for the account. For more information, see Change Contact Affiliation Information for an Account.

   • Account Relationships. Shows the account relationship information for the account. For more information, see Change Account Relationship Information for an Account.

   • Attachments. Shows the attachments for the account. For more information, see Update Attachments for an Account.

4. To show a presentation for the selected account, tap the Detail button in the main pane. For more information, see Show Presentations in Siebel Mobile.