Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/UsingAcctDetailsChildAccts.htm

## 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](#Using)
* Users do not require an additional license

### Configuring the Account Details Screen for Child Accounts for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [Configuring Accounts](../AcctConfig.htm) is complete.

For information on changing the default view for the Account Details screen, see [Setting a Different Default View for Accounts](../MyAccounts/Account_Lists_and_Views.htm#DefaultView).

### Using the Account Details Screen with Child Accounts as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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
* Create Medical Inquiry - Allows users to create a medical inquiry for the person (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

### Related Topics

[Accounts Overview](../AcctOverview.htm)

[My Accounts Overview](../MyAccounts/MyAccountsOverview.htm)