Viewing the Account Details

Prerequisites

To view the details of an account, you should have:

  • An algorithm defined using the C1-AC-INFO algorithm type and attached to the Account Information system event in the Algorithms tab of the Installation Options - Framework screen

  • An algorithm defined using the PERS-INFO algorithm type and attached to the Person Information system event in the Algorithms tab of the Installation Options - Framework screen

Procedure

To view the details of an account:

  1. Do either of the following:
    If you want to...Then
    Access the Account View screen through the Customer 360° View screen

    1. Search for the account in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.

      A menu appears.

    3. Click the Go To Account View menu option.
    Access the Account View screen through the Account screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Person Information and then click Account.

      A sub-menu appears.

    3. Click the Search option from the Account sub-menu.

      The Account Search window appears.

    4. Search for the account in the Account Search window.

    5. In the Search Results section, click the account whose details you want to view.

      The Account screen appears.

    6. Click the Show Context Menu (The Context Menu Icon) icon corresponding to the Account ID field.

      A menu appears.

    7. Click the Go To Account View menu option.
    Access the Account View screen through the Current Context zone on the dashboard

    1. In the Current Context zone, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account information string.

      A menu appears.

    2. Click the Go To Account View menu option.

    The Account View screen appears. It contains the following zones:

    • Account Information

    • Account Tree

    • Account Characteristics

  2. View the details of the account in the Account Information zone.
  3. View the persons linked to the account in the Account Tree zone.
  4. View the characteristics of the account in the Account Characteristics zone.

Related Topics

For more information on... See...
Account View screen Account View
Account Information zone Account Information
Account Tree zone Account Tree
Account Characteristics zone Account Characteristics