Managing Account Display

Managing Account Display allows account owners and administrators to customize the visibility of specific custom fields on customer account pages. This ensures that relevant information is displayed according to your organization's operational needs. By enabling or disabling custom fields and assigning appropriate names, businesses can streamline account management and ensure clarity for internal teams. Custom fields that are enabled will be visible on customer account pages, providing a tailored view of essential data. This flexibility helps to enhance organization and improve the efficiency of managing customer accounts.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Company Settings.
   
   
   
   
   
   
4. Click Account Display from the expanded Company Settings tab to enter the Admin Settings (Account Page Settings) page.
   
   
   
   
   
   
5. For each custom field, choose Yes or No, whether the field should be displayed.
   (Note: Fields that are enabled will appear on customer account pages.)
   
   
   
   
6. Give each custom field a name.
   
   
   
   
7. Once complete, click Save. You will receive confirmation that the settings have been saved in a green banner at the top of the page.