Viewing accounts associated with a contact

If you are viewing a contact, click Accounts in the left sidebar to view the Contact File Accounts screen. This screen displays summary information for each account on which the contact appears on the Account File Contacts screen. The summary information includes the account number, first and last name or company name, primary address, primary phone, and email address. The summary information matches the contact’s information if the contact is the account holder for the account. The Roles column displays the roles the contact holds on the account.

If you have sufficient permissions to view the account, the Account # is a link to the account file.

If an account appears in the list, that Account has an AccountContact that points to the current Contact.