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View Account Overview Information
Use the Overview panel in the Work Form to view summarized information for an account in a data grid format. The system combines linked account information within each category of information.
To view account overview information
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With an account displayed in the Work Form, do one of the following:
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Show Overview.
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From the Info menu, click Account Overview.
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To move to a specific category, click the link in the top section of the panel.
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To return to the top of a section, click the Top of Section link in that section.
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To return to the top of the panel, click the Top of Report link in any section.