Skip to main content
All CollectionsFor All AdminsAccounts & Members
How to Customize the Account View
How to Customize the Account View
Updated over 8 months ago

How to Customize Account Columns

  1. From the left navigation menu, click Org Tools > Accounts.

  2. From the top right corner, click Customize Columns...

  3. To the right of the available/selected columns, click + Add or + Remove.

  4. When satisfied with the selected columns, click Apply.

How to Customize Account Filters

  1. From the left navigation menu, click Org Tools > Accounts.

  2. To the right of the search bar, click Customize Filters...

  3. Filter the report as desired.

  4. When finished, click Apply.

Did this answer your question?