Description
The Account Summary is used to find and review Accounts, including customers, prospects, vendors, and partners
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Points of Interest
- You can filter by account type, modification or creation date. The filter settings are "sticky" so your preferences are remembered.
- Enter a few characters of the Account name or Contact name to find all Accounts that match. Very handy for the "spelling challenged".
- Active/total counts of Opps, Issues, Contracts, and Systems for each Account. Click through to get the details.
- The Date Preset automatically enter the From: and To: dates, with options like "last 30 days" and "Year to Date".
