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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 click 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 Image Removed.
    .
    The Account Highlight and Account Detail subtabs appear.

    Info

    The Selected section displays the following columns:

    • Name: Name of the field.
    • Data Index: Internal name of the field.
    • Type: Characteristic of the field.
    • Required: Indicates if the field must contain a value (mandatory field) to create or update an account.
    • Column: CoIumnar position of the field in an account.


  2. On the Account Highlight subtab, in the Available section, select the fields that you

    Tip
    iconfalse

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

    The selected fields appear in the Selected section.

    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 right arrow icon Image RemovediconImage Added.
    The selected field appears fields appear in the Available sectionSelected section.

    Tip
    iconfalse

    You can revert your changes by clicking Reset.filter the fields in the Available section by using the Filter box.


  3. 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 iconImage Added.
    The selected field is removed from the Selected section, and it appears in the Available section.

    Tip
    iconfalse

    You can revert your changes by clicking Reset.


  4. To define the position of a field in an account

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

    Info
    iconfalse

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

    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 drag the field to the position you want. 

    Info
    iconfalse

    The

     NameType, and Column columns

    order in which the fields appear in the Selected section

    represent the label of the field, the data type of the field, and the columnar position of the field (

    represents the order in which they appear 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


  5. 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.

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


  6. Click Save.

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

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titleConfiguring the Account Display (Detail Tab)

To configure the display of the area on the Detail tab of an account: In the Accounts Config window, on the Screen tab, on the Account Detail subtab, perform all the steps of the Configuring the Account Display (Main Area) section.

Info
iconfalse

The Group column in the Selected section represents that section on the Detail tab in which the field appears (for example,  General Billing, Address Description, or Shipping) General). You can modify the value in this column by clicking the cell displaying the value and then selecting the section you want.