Account Manager Viewer


Create, maintain and select from the list of managers for your various categories of accounts.


Identify which account manager or sales person is responsible for a client or site.


Referenced in records: Client, Client Site, and Client Order.

Important Fields:

Note: this Help Topic lists the standard configuration of all fields which may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.

Account Manager Id: (10 character, only . and - special characters)
This required field represents a unique Id for each of your account managers.

Acct. Manager Name: (40 character)
The full name of the account manager. This field is optional but recommended since it provides an alternative look-up.

Employee Id:
Enter the Employee Id or double-click on this field (or press Alt+F7) to select from a list. This field is optional.

Contact Id:
This field specifies the record that supplies the e-mail, phone and address contact information for this Account Manager.

Contact Type Id: Firm:
Email Address: Email Fax:
Email Address 2: (formerly Email Pager)
Notes: Mailing Address:
These display-only fields default from the Contact record. To update them, right-click on the Contact Id and edit the Contact record directly.

Account Manager User 1:  Account Manager User 2: (30 characters each)
These optional fields may be used to record additional information.

If this field is checked, the record is considered Obsolete, and it may not be directly used for data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:

“You have elected to obsolete this record. Would you like to see existing references to this record?”

If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.

Security Id:
If multiple location security is implemented on your centralized database system, this informational field generally displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.

Also See...
 Clients  Client Site Viewer  Contact Viewer