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.