Account Detail View

Question

How can I add or change fields that show up on an account detail page in the job section? I want to add the job number so that it shows up without having to click on the job.

Answer

There is not a way to change the format of the Account Detail page. However, you can create a view on the Jobs page with the information you want filtered by account.

1. Go to Job > View Jobs
2. Click on the Options button
3. Click on the Select button to the right of Show only Jobs for Accounts and select the desired account(s)
4. Click on the Select Fields.. button and select the desired display fields.
5. Click OK until you are back at the Jobs page and then click on the Save View button to save your changes.

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