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How to Customize the Account View
How to Customize the Account View
Updated over 10 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.

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