Use the Accounts form to view the identifying information recorded for an account in Market. Sales representatives, sales managers, purchasing officers, project managers, and finance officers can use this form when they need to identify an account by its display name or full name.
Before you start
You must have access to Accounts from the application navigation.
Steps
Select Accounts in the application navigation.
accounts
Open the required account record to display the Market record form.
Review Display name to identify the account by its displayed name.
Review Full name to identify the account by its full name.
Tips & cautions
Note: Use Display name and Full name consistently when identifying the account record required for a sales, purchasing, project, warehouse, or finance activity.
Result
You have opened an account record and reviewed its display name and full name.
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