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CRM Account Manager - Details Page
When you click on the View Record Details icon
for a specific record on the CRM Account Manager Search Criteria/Results Grid page, the CRM Account Manager Detail page opens for that record in modify mode.
There are two sections on the Detail page of the CRM Account Manager. The following list defines every field displayed in each section:
- In the General section:
- Account Manager Name - enter the full name of the Account Manager. You can enter up to 30 alpha numeric characters in this field.
- Office Phone - enter the office telephone number associated with the Account Manager. You can enter up to 20 alpha numeric characters in this field.
- Cellular Phone - enter the cellular phone number associated with the Account Manager. You can enter up to 20 alpha numeric characters in this field.
- Email Address - enter the Email Address associated with the Account Manager. You can enter up to 64 alpha numeric characters in this field.
- Account Manager Name - enter the full name of the Account Manager. You can enter up to 30 alpha numeric characters in this field.
- In the System section, the fields are available for information purposes only and cannot be edited:
- Creator - displays the user id of the user logged into the system when the record was created.
- Time Created - displays the date and time at which the record was created.
- Modifier - displays the user id of the user logged into the system when this record was last updated.
- Last Change - displays the date and time at which the record was last updated.
- Creator - displays the user id of the user logged into the system when the record was created.
For information on the functionality of each button on the CRM Account Manager Details page, click here.
