Account Summary Desktop (Window)


Description of the Account Summary Desktop (Window)

ACCOUNT

  • Account Profile
  • Extended Profiles
  • Contact List
  • Address Book (Account Address)
  • Parent Account (Listing Parent Accounts)
  • Child Account (Listing Child/Branch Accounts)
  • Parent-Child Relationship Chart
  • Merge with Another Account
  • Merge Duplicate Contacts
  • Refresh
  • Deleting Accounts or Contacts

    • CONTACT

  • New (Add a New Contact to this account)
  • Extended Profiles
  • View a Contact's Personal Profile (Not Account Related)
  • View a Contact's Account Profile
  • Organization Chart
  • Parent-Child Chart (Family Tree)
  • Account Relations (List of the Account(s) related to an active contact profile)
  • Change Account Relationship To Another Contact
  • Deleting Accounts or Contacts

    • ACTIVITY

  • Completing An Activity
  • Scheduling An Activity
  • Activity Log
  • Activity Log - All Notes Shown

    • OPTIONS

  • AS/400 Applications
  • Show Toolbar
  • Customize Toolbar

    • WINDOW

  • Window Style

    • Print

  • Print Letter
  • Print Template
  • Print Word