Viewing the Account Details
Prerequisites
To view the details of an account, you should have:
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An algorithm defined using the C1-AC-INFO algorithm type and attached to the Account Information system event in the Algorithms tab of the Installation Options — Framework screen
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An algorithm defined using the PERS-INFO algorithm type and attached to the Person Information system event in the Algorithms tab of the Installation Options — Framework screen
Procedure
To view the details of an account:
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Do either of the following:
If you want to... Then Access the Account View screen through the Customer 360° View screen -
Search for the account in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu () icon corresponding to the account whose details you want to view.
A menu appears.
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Click the Go To Account View menu option.
Access the Account View screen through the Account screen -
Click the Menu link in the Application toolbar.
A list appears.
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From the Main menu, select Person Information and then click Account.
A sub-menu appears.
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Click the Search option from the Account sub-menu.
The Account Search window appears.
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Search for the account in the Account Search window.
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In the Search Results section, click the account whose details you want to view.
The Account screen appears.
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Click the Show Context Menu () icon corresponding to the Account ID field.
A menu appears.
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Click the Go To Account View menu option.
Access the Account View screen through the Current Context zone on the dashboard -
In the Current Context zone, click the Show Context Menu () icon corresponding to the account information string.
A menu appears.
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Click the Go To Account View menu option.
The Account View screen appears. It contains the following zones:
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Account Information
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Account Tree
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Account Characteristics
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- View the details of the account in the Account Information zone.
- View the persons linked to the account in the Account Tree zone.
- View the characteristics of the account in the Account Characteristics zone.
Related Topics
For more information on... | See... |
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Account View screen | Account View |
Account Information zone | Account Information |
Account Tree zone | Account Tree |
Account Characteristics zone | Account Characteristics |