You can move, rename, reposition and hide account information fields that appear in the Account Details section. This allows account information to show in the manner most convenient to the way you do business.
Click the following link to move to the next article in this section:
Add a New Client Account
Customizing the Account Detail Window Item Entry Field Preferences Training - Accounts Overview Adding a Consignor Contract to an Account Add a New Client Account Add Notes to an Account Attaching a Consignor Contract to an Account Creating New and Maintaining Existing Accounts Deleting a Client Account Edit Account Information Email A Consignor Contract From An Account