Linked Accounts

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

Field Name Field Description
Account ID Displays the account IDs of all the accounts linked to a person.
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 an account.
Person Name Displays the name of a particular person.
Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
Note:

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.

Related Topics

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