Account Tree

The Account Tree zone lists the following in a tree structure:

  • Information string of persons linked to the account

    Note: The person information string appears when an algorithm defined using the PERS-INFO algorithm type is attached to the Person Information system event in the Algorithms tab of the Installation Options - Framework screen.
  • Information string of any other accounts to which the person is linked.

    Note: The account information string appears when an algorithm defined using the C1-AC-INFO algorithm type is attached to the Account Information system event in the Algorithms tab of the Installation Options - Framework screen.

Each node in the tree has a link. On clicking the link, you can navigate to the respective screen.

Related Topics

For more information on... See...
Account View screen Account View
How to view the details of an account Viewing the Account Details