Linked Accounts

The Linked Accounts zone displays various accounts linked to a person. It contains the following columns:

Field Name Field Description
Effective Start Date Displays the date from which the linked account becomes active within the construct.
Effective End Date Displays the date after which the linked account is no longer active in the construct.
Account Information Displays the concatenated string of information about the linked account associated with the construct separated by a comma (,). In addition, this column has a context menu (The Context Menu Icon) icon which helps in navigating to other screens in the application.
Note:

It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

Account Category Displays the category of the linked account.
Person Information Displays the concatenated string of information about the person associated with the construct separated by a comma (,). In addition, this column has a context menu (The Context Menu Icon) icon which helps in navigating to other screens in the application.
Note:

It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.

The Linked Accounts zone does not appear automatically. It appears when you click the Broadcast (The Broadcast Icon) icon in the search results section of the Search Hierarchy zone.

Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics

For more information on... See...
Billing and Settlement Hierarchy screen Billing and Settlement Hierarchy
Search Hierarchy zone Search Hierarchy