Account Information
The Account Information zone displays the details of an account or a person. This zone contains the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Account | Displays the additional account information. In addition,
a context menu appears corresponding to this field which helps in
navigating to other screens in the application. Note: It has a link.
On clicking the link, the Accounts screen appears where you can view
the details of the account.
|
Not applicable |
| Person Name | Displays the name of the person to whom the account belongs.
In addition, a context menu appears corresponding to this field 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 a person. .
|
Not applicable |
| Collection Class | Displays the collection class to which the account belongs. | Not applicable |
Related Topics
| For more information on... | See... |
|---|---|
| How to search for accounts and collections | Searching for Accounts in Accounts Collection\ |