Overview
The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.
Prerequisites
- To access the Custom Info Tab, an Operator must have the View Account Custom Info flag enabled within Operator Maintenance
"Custom Info" Tab
- The Custom Info tab contains Optional Fields which can be Edited to suit an operator's needs and/or preferences
Begin by clicking on the Edit Custom Fields button in the bottom right corner which will open a Custom Fields window
- Click within the Field Names to Enter information
- Below are examples of the Custom Fields window with a few of the example fields entered and the Account Maintenance Custom Info Tab with those examples displayed
