Account Managers records are only available from the Details tab's Account Manager sub tab on the Companies record. These sub-type records indicate the organization's employees who work with the company and the functions they perform.

Comments Tab

The Comments tab contains any additional details relevant to the Account Managers record.

General Tab

Account Manager

An organization's employee who works on the company's account. This field links to the Employees service.

Function

The job function that the employee performs while working on the company's account. This field links to the Account Manager Functions service.

Start Date

The date on which the employee started working on the company's account.

End Date

The date on which the employee stopped working on the company's account (or the date on which the employee left the organization).