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Latitude Help
Account Navigator Card
The Account Navigator card contains contact information for the parties on the account displayed in the Work Form. The system displays each party on a separate tab within the card. The first tab displays the primary party on the account. Subsequent tabs display secondary parties on the account. Click a tab to display the account in the Work Form.
[Party]: Party's name. Click to view information for another party on the account.
[Address]: Party's street, city, state, and postal code.
[Email Address]: Party's email address.
Authorized for Customer: Customer who authorized this person to discuss the debt and pay on the account. This information appears when the Is Responsible check box is cleared.
If your organization placed a collection hold for a party on the account, a message displays in this card indicating that the customer is on hold.
Tip: To view the full contact name when it isn't visible, rest your mouse on the contact name.