Linked Accounts

The Linked Accounts zone displays the details of all the linked account details of a particular person/account hierarchy. It contains the following columns:

Column Name	Column Description
Effective Start Date	Displays the date from when the construct is effective.
Effective End Date	Displays the date till when the construct is effective.
Account ID	Displays the account ID.
Account Information	Displays the information of the account. 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 Account screen appears where you can view the details of the respective account.

Related Topics