You can customize the Accounts Module within your Operate system by going to Settings > Customize > Accounts. 

Here is where you can customize several aspects of the module. Please click the link corresponding to the customization you want to perform; to access a dedicated guide:

  • Custom Fields - Custom fields allows you to add your own fields to this module.
  • Page Layouts - Page layouts allow you to create different page layouts to display selected module data.
  • Record Types - Create and maintain record types for your module. You can display different page layouts based on record types.
  • Standard Fields - Here is where you can manage your standard fields. You can change the labels which are displayed to the user.
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