Account Details View

When viewing Account information on the Account Details page, the formatting is fixed. If you want to make a more customized page, create a  Job View to select the information you want to display, then save the View for quick access later.

  1. From the left side navigation click on Jobs.
  2. From the top navigation bar, click on Options.
  3. Apply any Filters needed. In this example, Jobs were filtered by Account Name.
  4. Select the + icon across from Display Fields to select which information you want to display.
  5. Click Apply