My Studios: My Active Accounts

The my active accounts widget displays active company records for which the current user is listed as account manager.

1. Filters and workflows available in the widget:

   • Select the role of company to view Lead, Prospect, or Client.

   • To further filter the accounts click on the Key Accounts option. This will display only the companies marked key in the record.

     The number displayed by the widget title is the number for the type of company chosen; in this example there are 2 clients.

   • Click on the Company Name link to view the record.
   • Select a record and click on the workflow Iconto run the Add a Note workflow.

2. The information displayed for the widget:

   • Main Phone – the main number listed for the Company.
   • City/State – the address of the Company.

3. Click on the question mark to view the Help Tip specific to the widget.

Data Conditions

Data Displayed

• The current user is an account manager for the company.
• Entity role is Client, Prospect, Lead or Supplier