IDI version 26.8 is now available.  Click here for details: IDI Updates.

Accessing Corporate Accounts at the Customer Level

Prev Next

You can access the corporate account hierarchy to which customer belongs while the customer account is open in Customer Management. To do this:

  1. If the customer account is not already open, perform a customer search and open the Customer window.

  2. With the customer account open, from the Customer window menu bar select Status > Corporate Account. This displays the Corporate Accounts window.

    Note

    The Corporate Account menu item will only be enabled if the customer you are viewing is a corporate account. A corporate account is indicated if the corporate account icon is displayed in the top right corner of the Customer window in the icon field.

    Or

    Click the View Corporate Account Tree button below the menu bar.