Account detail view

Clicking on an account opens the account detail view. You see the account’s main fields and navigation into related information: for example visits, orders, invoices, assets, notes, and any custom objects or tabs your organisation has exposed. Exactly which fields and tabs appear, and how they are ordered, is controlled by the mobile configuration-in particular the Objects to Sync (and related layout) settings-so the same org can tailor a lighter mobile layout than the full Salesforce record page.

Admin

Account list and detail behaviour, including related tabs and custom objects, is configured in Mobile Config in Aforza Admin. Users must sign out and back in after material config changes for them to take full effect.

After opening an account you can branch into tasks such as Visit execution, Order capture, or Account attributes depending on your workflow.