View account details
The Account page displays account details. You can use this page to add new contacts, activities, inquiries, bookings, and volume contracts to the account. If you are the account owner or have Edit All Records access to the account through your property, you can edit the account details. Otherwise, this page is read-only.
To open the Account page, do one of the following:
- Find the account using the Search field at the top of any page, and then click the account name.
- Click the Accounts tab, select the appropriate view, and then click the account name.
To help you work with your accounts, the Account page includes several areas of detail. Select your Salesforce experience for further details.
Classic - Delphi users only
The Account page also includes the following related lists, which you can use to manage the records associated with the account:
| Related lists | |
| Contacts | This list displays the contacts associated with the account. The first contact created is automatically assigned as the primary contact for the account. You can select a different contact to be the primary, if needed. See Adding a primary contact to an account. |
| Account Properties | This list is visible when Amadeus Account Security is enabled in your org and you are an administrator. The list displays properties that have been granted access to the account. |
| Open Activities | This list displays outstanding tasks and events that have been created for the account. After a task is complete or an event occurs, it displays in the Activity History section. See Overview: Activities. |
| Activity History | This list displays logged calls, sent emails, and other completed tasks and events associated with the account. See Overview: Activities. |
| Inquiries | This list displays inquiries associated with the account. Click New to add a new inquiry to the account. If you are the inquiry owner, you can also edit or delete the inquiry record. |
| Bookings and Bookings (Agency) | These lists display bookings associated with the account. Click New to add a new booking to the account. If you are the booking owner, or are sourced on the booking, you can also edit or delete the booking record. |
| Volume Contracts and Volume Contracts (Agency) | These lists display volume contracts associated with the account. Click New to add a new volume contract to the account. If you are the volume contract owner, you can also edit or delete the volume contract record. |
| Contact Roles | This list displays additional contacts associated with the account. Next to each contact is the role, for example, decision maker or influencer. For more information, see Overview: Contact roles. Contact Roles are only available in the Salesforce Classic experience. |
| Notes & Attachments | This list displays notes and attachments associated with the account. If you are the account owner, you can add, edit, and delete notes and attachments. After a document is merged from the account, a copy of the document displays here as an attachment. |
Lightning - Delphi and Delphi Core users
| Field | Description |
|---|---|
| Details tab - Account Information | |
| Account Name | This is name of the account. |
| Account ID/IATA | This is a unique code used to track and search for the account. |
| Parent Account | If this account is a subsidiary of a larger company or organization, the parent account displays here. To assign a parent to the account, find and select an existing account. See View account hierarchies. |
| Account Owner | This is the owner of the account. By default, the account owner can view, edit, and report on the account. Your property's account security model might require other users to be given access to the account before they can view or modify it. See Overview: Account sharing. |
| Primary Contact | This is the name of the account's primary contact. This contact is used in merge documents and is automatically associated with inquiries, bookings, and volume contracts that are created on the account. The first contact added to the account is automatically assigned as the primary contact. However, you can assign a different contact to be the primary. Only the individuals that display in the Contacts section of the account are available for selection. |
| Details tab - Headquarters Address & Phone | |
| Address, Phone, and Fax | This is general information about the account. When you make changes to the address, make sure to also update the address of the contacts linked to this account. See Edit contacts. |
| Details tab - Segmentation | |
| Type | This is the account's type. Your administrator can customize the values in this list. |
| Market Segment | This is the market segment of the account. |
| Industry | This indicates which industry the account belongs to. |
| Lead Source | This indicates how the account learned about your property. |
| Contact Tab | |
| Contacts | This list displays the contacts associated with the account. The first contact created is automatically assigned as the primary contact for the account. You can select a different contact to be the primary, if needed. See Adding a primary contact to an account. |
| Inquiries Tab | |
| Inquiries | This list displays inquiries associated with the account. Click New to add a new inquiry to the account. If you are the inquiry owner, you can also edit or delete the inquiry record. |
| Bookings Tab | |
| Bookings and Bookings (Agency) | These lists display bookings associated with the account. Click New to add a new booking to the account. If you are the booking owner, or are sourced on the booking, you can also edit or delete the booking record. |
| Volume Contracts Tab | |
| Volume Contracts and Volume Contracts (Agency) | These lists display volume contracts associated with the account. Click New to add a new volume contract to the account. If you are the volume contract owner, you can also edit or delete the volume contract record. |
| Activity Tab | |
| Activities |
The top of this section displays Upcoming & Overdue tasks and events. After a task is complete or an event occurs, it moves to the bottom section and displays by date. See Overview: Activities. |
| Chatter Tab | |
| Chatter | This area displays internal Chatter communication and updates about the account. |
| Related Tab | |
| Account Properties | This list is visible when Amadeus Account Security is enabled in your org and you are an administrator. The list displays properties that have been granted access to the account. |
| Notes & Attachments | This list displays notes and attachments associated with the account. If you are the account owner, you can add, edit, and delete notes and attachments. After a document is merged from the account, a copy of the document displays here as an attachment. |
| Account History | This displays an audit trail of changes made to the account. You can see the date of the change, who made the change, and the action taken. |