Linked Accounts
The Linked Accounts zone displays all the accounts of the person. It contains the following field:
| Field Name | Field Description |
|---|---|
| Search By | Used to indicate the type of search to be performed. The
valid values are:
|
In addition, the Linked Accounts zone contains
the following columns:
| Column Name | Column Description |
|---|---|
| Account Information | Displays information about the account of the person. 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 Account screen appears where you can view the details of the respective account. This field appears when the Linked Accounts option is selected from the Search By list. |
| Primary Account Identifier | Displays the primary account identifier of the account. Note: This field appears when the Linked Accounts option is selected from the Search By list.
|
| Division | Displays the division to which the account belongs. |
| Billing Account Information | Displays information about the billing account of the person.
In addition, this column has a context menu which helps in navigating
to other screens in the application. Note: This field appears when
the Billing and Settlement Hierarchy option
is selected from the Search By list.
|
| Invoice Construct | Displays information about the invoice construct created
for the account. Note: This field appears when the Billing
and Settlement Hierarchy option is selected from the Search By list.
|
| IGA Master Account | Displays information about the IGA master membership of the
account. Note: This field appears when the Billing and Settlement
Hierarchy option is selected from the Search
By list.
|
| Settlement Construct | Displays information about the settlement construct created
for the account. Note: This field appears when the Billing
and Settlement Hierarchy option is selected from the Search By list.
|
| Account Autopay | Indicates whether the automatic payment process is defined
for the account. The valid values are:
Note: This field appears when the Billing and Settlement
Hierarchy option is selected from the Search
By list.
|
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.
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 - Person tab | Customer 360° Information - Person |