Using the Account Details Screen with Child Accounts
The Account Details screen is a source for all child account information, for example, location, specialty, orders, and affiliations. Selecting a child account name on the My Accounts screen displays the Account Details screen.
Who can use this feature?
- End Users — Browser, iPad
- Using the Account Details Screen with Child Accounts
- Users do not require an additional license
Configuring the Account Details Screen for Child Accounts for
End Users
To configure this feature, ensure Configuring Accounts is complete.
For information on changing the default view for the Account Details screen, see Setting a Different Default View for Accounts.
Using the Account Details Screen with Child Accounts as
End User
Select the All Actions button to access the following object actions for child accounts from the Account Details screen:
- Edit - Opens the account edit window, enabling the user to modify child account information
- Record a Call - Creates a call and opens the call report page. This action is available if the user is permitted to create calls for the child account.
- Start Media - Opens the media player. This action is available if the user is permitted to create calls for the child account.
- New Inventory Monitoring - Creates a new inventory monitoring record for the child account
- Ratings - Opens the Advanced Product Metrics screen. This option displays only when detail groups and detail topics are in use.
- Email Opt In - Allows child accounts to opt-in for Approved Email
- Send Email - Allows users to send Approved Emails to the child account
Users can conduct the following actions from the navigation bar:
- View Hierarchy – Opens the account hierarchy window illustrating the parent and child relationships of the current account
- Sphere of Influence – Opens the Sphere of Influence window, displaying affiliated accounts in an intuitive graphical format
