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titleConfiguring the Account Display (Main Area)

To configure the display of the main area of an account:

  1. In the Accounts Config window, on the Screen tab, on the Account Highlight subtab, in the Available section, select the fields that you want to be displayed in the main area of an account, and then click the right arrow icon .
    The selected fields appear in the Selected section.

    Tip
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    You can filter the values in the Available section by using the Filter box.

    The selected fields appear in the Selected section

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  2. In the Selected section, select the field that you do not want to be displayed in the main area of an account, and then click the left arrow icon .
    The selected field appears in the Available section.

    Tip
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    You can revert your changes by clicking Reset.


  3. To define the position of a field in an account, in the Selected section, drag the field to the position you want. 

    Info
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    The order in which the fields appear in the Selected section represents the order in which they appear in an account. 


  4. To modify the properties of the selected fields, in the Selected section, click the cell containing the property you want to modify, and then specify the property you want.

    Info
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    • The NameType, and Column columns in the Selected section represent the label of the field, the data type of the field, and the columnar position of the field (in an account), respectively. 
    • The Required column in the Selected section indicates if a field must contain a value (mandatory field) to create or update an account. You can select or clear the checkboxes in this column.


    Tip
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    • You can revert your changes by clicking Reset.
    • You can preview your changes by expanding the Preview section.


  5. Click Save.

    The display of the main area of an account is configured.

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