Account Owners

Account Owners

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Account Owners module to document the percentage of account ownership. For example, a joint tenants account owned by two people should have 50% ascribed to each of the contacts.  All users who can view and edit Accounts records can view and edit Account Owner records. The Account Owners module is independent of the Accounts ownership type field, which is used to control the organization of accounts in reports.

Actions

Follow the instructions below to perform tasks such as creating and editing Account Owner records.

To…

Then…

Create an Account Owner record

  1. Access the Account Owner Create Form from the Accounts Detail View. That is, display the Accounts Detail View for the account for which you want to create the Account Owner record. See Accounts.
  2. Click Create in the Account Owner sub-panel's Actions menu.
    The Account Owners Create Form displays. See Manage related information in sub-panels.
  3. Complete the Account Owners Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the Account Owners record.
  4. Click Save to save the record.

Display the details for a Account Owner

All of the information related to an Account Owner record displays in the Account Owners sub-panel in the Account Detail View.

Edit Account Owner information

  1. Click Edit in the Actions dropdown associated with the record in the Account Owners sub-panel in the Account Detail View.
    The Account Owners Edit View displays.
  2. Update the Account Owner information. See Field Descriptions for information about each field.
  3. Click Save to update the Account Owner record.

Remove the Account Owner record

  1. In the Account Owners sub-panel on the Accounts Detail View click Remove in the Actions dropdown associated with the record you want to remove.
    A confirmation box displays.
  2. Click OK.
    The Account Owner record is removed.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Account Owners record.

Account*

Click the account to which the account owner applies on the Account Popup List View (displays upon clicking the Selection arrow) or the list of Accounts matching the character(s) you enter. This is a mandatory field; you must click an Account.

Contact*

Click the Contact who owns a portion of this account from the Contact Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter. This is a mandatory field; you must click a Contact.

Ownership Percent*

Enter the portion of the account owned by the Contact; e.g., enter 33 if the Contact owns 33% of the Account. This is a mandatory field; you must enter a percentage.  For an account owned by three people, enter 34 for one of the three. 

Description

Enter additional details about the account ownership.

Sub-panels/Related Information

See also:

Accounts

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