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Collections and Recovery
Show Account and Contact Details on a Collection Plan Page

Show Account and Contact Details on a Collection Plan Page

Enable the View Account and Contact Details setting so that your collections specialists and collections managers can view the account and contact information for person accounts in a single, unified view.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.
User Permissions Needed
To enable View Account and Contact Details: Collections and Recovery Admin
  1. From Setup, in the Quick Find box, enter Collections, and then select Collections Settings.
  2. Enable View Account & Contact Details.
    Note
    Note After you enable this setting, you can’t disable it.
 
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