Overview of Accounts per Project and Adding New Accounts
At this page, you can obtain an overview of accounts linked to a project registered in the corresponding project card or link the project to other accounts available in the CRM module. The overview will show the following information:
- Account name – This column displays the name of the account linked to the project. Click the hyperlinks to view the corresponding account cards.
- Full name – This column displays the contact person for the account. Click the hyperlinks to view the corresponding personal cards.
- Delete – Click to delete the corresponding account from the project.
Click Accounts under the Monitor section of a project card.
Roles & rights
All users can view the information on this page. However, only users with the Cost center Administrators and Corporate Project Administrators roles can add more accounts to a project.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to add the account selected at Account to the project.
Note: This button is available only if you have the Cost center Administrators and Corporate Project Administrators roles.
Click this to exit.
Type or select an account to link this account to the project. Then click Add.
Click Customize at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings or Close to exit without saving.
| Main Category:
||Support Product Know How
|| Document Type:
||Online help main
||On-line help files
|| Security level:
||All - 0
| Sub category:
|| Document ID:
||Exact Synergy Enterprise