Account Details Screen

The "Account Details" screen is divided into the following sections:

Marketing Campaigns

This section will list any marketing campaigns applied to the account with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking the [Add] button.

Pending Activities

The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date".

Clicking [New Event] will link you to the Create Event Screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the Create Task Screen of the Activities section.