Active Account Summary Zone
The Active Account Summary Zone lists all accounts related to the person in context where they are the main customer on the account. In addition, accounts linked to this person's children also appear in this zone, and if a child has children, the grandchildren's accounts are included. In fact, the system will look for accounts up to five levels deep (meaning that the great, great grandchildren's accounts will be included in this zone).
Only accounts linked to child persons with a financial relationship are shown. When you set up a customer hierarchy, you can define both subsidiaries and "key contacts" (i.e., individuals that you contact at a company). As described above, this zone will include accounts related to these subsidiaries and key contacts. However, you might not want to include the personal accounts related to the key contacts in this zone. You can control which accounts appear in this zone when you set up a hierarchy. You do this by turning on the Financial Relationship switch for those persons whose accounts should be included.
The following columns are displayed in the grid:
Account Info This column contains the standard account information.
Current Balance and Arrears This column contains the account's current balance. If the account's current balance is greater than zero, a colored bar is displayed in the Arrears column. This bar provides information about the age of the account's debt. Note that information about debt balances by age is not applicable to open-item accounts. Refer to Current Customer Zone for more information about this bar.
Last Billed Info This column contains information about the last completed bill sent to the account.
Last Contact Info This column contains information about the last customer contact associated with the account's main customer.