Account Persons
The Account Persons zone lists all the persons to which the account is linked. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Person Information | Displays information about the person to which the account
is linked. In addition, this column has a context menu 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 the respective person.
|
| Relationship Type | Indicates how the person is related to the account. |
| Main Customer | Indicates whether the person is a main customer. The valid
values are:
|
| Financially Responsible | Indicates whether the person is financially responsible.
The valid values are:
|
Note:
Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
You can view additional information about the
person in the Person tab by clicking the View (
) icon corresponding to the person in the Account Persons zone.
Related Topics
| For more information on... | See... |
|---|---|
| How to view the Customer 360° Information of a person | Viewing the 360° Information of a Person |
| Customer 360° Information - Account tab | Customer 360° Information - Account |
| Person tab | Customer 360° Information - Person |