|The information displayed in the Account Manager can be customized to suit your needs.
You can save this information in individual viewable displays—or views, for short.
This article will detail how to use views in the Account Manager.
While the Account Manager comes with a default view and displays information relevant to important system fields, you may find that you want a different view that contains different information. You can create views that cater to your information needs.
To create a view, do the following:
You can swap between the default view and created views at any time.
To swap between views, do the following:
Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.
To select which columns to display in a view, do the following:
Important: The Account columns are present in all views and cannot be removed.
|You can select any number of visible, account, or custom fields. Be aware that you will need to scroll right to view columns that appear offscreen.|
Regarding Contact and Opportunities Columns
The Contact and Opportunities columns display information in a slightly different manner than other columns.
These columns will display the most recently updated contact or opportunity will be listed in the column. Other associated contacts or opportunities will be attached as a number.
You can click on any of the contacts or opportunities in the columns. You will be redirected to the contact or opportunity in a new browser tab.
You can rearrange how columns are displayed in views. This is done by dragging and dropping the columns in the order that you choose.
To rearrange columns, do the following:
You can edit basic view information at any time.
To edit basic view information, do the following:
You can delete views you no longer need at any time.
To delete views, do the following:
Setting Default Views
You can set a specific view to load when you open the Account Manager.
To set a specific view as the default view, do the following: