1. How do I link sales accounts to back-office records to show customer 360 information?
  2. View the transactions from the linked accounts on the Sales Account page

View the transactions from the linked accounts on the Sales Account page

You can view the list of middle and back-office records from the linked accounts on the sales Accounts page. You don't require any link privileges to view the transactions.

Follow these steps:
  1. Go to Navigator > Redwood Sales > Accounts.
  2. Drill down to any account.

    Middle and back-office records are displayed under their respective panels. Five records, if available, are listed in each panel.

  3. Click View All <object name> on the object's panel. For example, to view orders of the selected sales account click View All Orders.