.Account Screen vU16

You can configure the display of the main area and the Detail tab of an account.

Configuring the Account Display

Main Area

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

1. On the Configure tab, click Account > Accounts Config.
   The Accounts Config window appears.
2. Click the Screen tab.
   

3. 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 .

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

   The selected fields appear in the Selected section.

4. 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.

   You can revert your changes by clicking Reset.

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

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

6. 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.

   The Name, Type, 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. 

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

7. Click Save.

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

Detail Tab

To configure the display of the area on the Detail tab of an account:

1. On the Configure tab, click Account > Accounts Config.
   The Accounts Config window appears.
2. On the Screen tab, on the Account Detail subtab, perform all the steps of the Main Area section.