Linked Accounts

The Linked Accounts zone lists 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 linked accounts are effective.
Effective End Date	Displays the date till when the linked accounts are 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.
Account Identifier Type	Indicates the account identifier type of the account.
Account Identifier	Displays the value of the account identifier type.

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. Note that the navigation links appear in this zone only when the record count exceeds 10.

You can filter the list using various search criteria (such as Account ID, Effective Date and Account Identifier) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper right corner of this zone.

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