Managing Related Info for Accounts

Each account can have various related information associated with it. The administrator can control which of these items can be viewed and utilized by users. The Accounts application has the following related information associated with it:

  1. Activities

  2. Documents

  3. Relations

  4. Email

  5. Notes

  6. Contacts

  7. Issues

  8. Opportunities

To view and display entities:

  1. Click CRM > Accounts > Admin > Related info.
  2. On the screen that appears, the user can see the related objects associated with accounts shown in the Displayed Entities column on the right. All available entities are displayed in the Available Entities to Display column on the left.

  3. By including all available associated entities, users can conveniently have access to the full array of associated objects.

  4. Select the entities to be displayed or removed by clicking the entity. Holding down the Ctrl key allows you to select more than one entity. Click the button to move the selection to the right column or the button to move the selection to the left column. Click to move all the selection to the right and click to move all the selection to the left.

  5. Choose Save to save the changes, Save & Next to save and go to the next Admin section.

  6. To go back to the Accounts list screen, click on the icon.