Account Detail View

This screen provides access to all the information relating to a specific customer account. In addition to information such as account name, address, and phone numbers, you can also view detailed lists of information relating to the selected account. These lists include all the Activities, Notes, Opportunities, and Contacts for the account.



Account information can be edited, including any items displayed in the selected detail views.


Use the detail view buttons (shown below) to display the type of information stored for the account.