Accounts

Accounts in Field mirror your outlets and customers in Consumer Goods. From the app you can search and open the account list, view an account’s key information and related records, and maintain segment-driving attributes-even when you are offline.

• Account list view - Search, scroll, and how list columns are configured.
• Account detail view - What you see when you open an account and how tabs and layout relate to mobile config.
• Account attributes - Viewing, editing, and adding attributes that affect segments, pricing, and assortments.

Related areas: Visit execution for visits tied to accounts, Order capture for ordering in context, and Sync for when account data is refreshed on the device.