Using the Account 360 Header

You use the header section of Account 360 to view information about the account and to perform actions that are associated with the account. The header enables you to:

• View account details:
  • Use the View Details button to view and edit Oracle Fusion account details.
  • View the number of associated billing accounts in the header text.
  • View primary address and contact information in the header text.
• Add or remove an account from your favorites
• Access smart actions from the Smart Action bar by typing in key words such as Create, Show, or Contact. The system returns a list of all smart actions that match your search. You can then select an option to perform the action. The Smart Action bar is available only when you are viewing an Oracle Fusion account in Account 360.

  Examples of smart actions include:

  • Create Appointment, Lead, Service Request, Note, Contact, etc.
  • Log a call
  • Send an email
  • Show Account Hierarchy
  • Show Contacts, Leads, Team, etc.
  • View the Work Queue
  • Select Billing Account
• Use the Action menu to perform additional actions for a billing account. This menu is only available when you are viewing a billing account in Account 360, and includes the following actions:
  • Create Lead
  • Create Opportunity
  • Create Service Request
  • View Work Queue
  • View Needs Analysis Dashboard

Topics in this section include:

• Using Smart Actions from Account 360
  
• Using Account 360 Action Menu Options