View account details
The Account page displays the account details and lets you 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, you'll only be able to view the account details.
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 is divided into the following areas:
| Account Information | |
| Account Name, Billing Address, Region, Phone Fax, Website |
General information about the account. When you make changes to the address, make sure to also update it in the contacts linked to this account. See Edit contacts. |
| Account ID/IATA | 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 is displayed here. To assign a parent to the account, find and select it. The parent account must already exist before selecting it. See View account hierarchies. |
| Account Owner | By default, the account owner can view, edit, and report on the account. Your property's account security model may require other users to be given access to the account before they can view and/or modify it. See Overview: Account sharing. The link to the right of the field allows you to assign a different owner to the account. |
| Primary Contact | 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 (see Create contacts). To choose a different contact click the icon next to the field to search for and select the appropriate individual. Only those individuals displayed in the Contacts section of the account are available for selection. |
| Segmentation | |
| Type | Your administrator can customize the values in this list. Select the appropriate type according to your company's standards. |
| Industry | The Standard Industrial Classification (SIC) code used to track the industry that the account belongs to. |
| Lead Source | Indicates how the account learned about your property. |
| Billing Information | |
| Billing Information | The default billing method used for all bookings on the account (for example, Master Account, Direct Bill, or Individual on Own). This billing method can be modified for individual bookings, as needed. |
| Commission % | The default commission percentage applied to all bookings received through an agency. This commission can be modified for individual bookings, as needed. |
The Account page also includes the following additional information, which you can use to manage the records that are associated to the account:
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Additional Information |
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| Account Properties | The Account Properties section is displayed if Amadeus Account Security is enabled in your org and you are an administrator. It shows properties that have been granted access to the account. |
| Contacts | The contacts associated to the account. The first contact created is automatically assigned as the primary contact for the account. You can select a different contact, if needed. See Adding a primary contact to an account. |
| Contact Roles |
Additional contacts affiliated with the account but not directly associated with it. Next to each contact is the role they play in the account (for example, Decision Maker or Influencer). For more information, see Overview: Contact roles. Please note this functionality is only available in the Salesforce Classic experience. |
| Activity (Open Activities) | Outstanding tasks and events (meetings or appointments) that have been created for the account. Once a task has been completed or an event has occurred, it's moved to the Activity History section. See Overview: Activities. |
| Activity History | Logged calls, sent emails, and other completed tasks and events associated to the account. See Overview: Activities. |
| Inquiries | Inquiries associated to 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 record. |
| Bookings/Bookings (Agency) | Bookings associated to 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 record. |
| Volume Contracts/Volume Contracts (Agency) | Volume contracts associated to the account. Click New to add a new contract to the account. If you are the volume contract owner, you can also edit or delete the record. |
| Notes & Attachments | If you are the account owner, you can add, edit, and delete notes and attachments that provide additional information about the record. Once a document has been merged from the account, a copy of the document is added as an attachment. |