How to Customize Account Columns

  1. From the left navigation menu, click Org Tools > Accounts.

  2. From the top right corner, click Customize Columns...

  3. To the right of the available/selected columns, click + Add or + Remove.

  4. When satisfied with the selected columns, click Apply.

How to Customize Account Filters

  1. From the left navigation menu, click Org Tools > Accounts.

  2. To the right of the search bar, click Customize Filters...

  3. Filter the report as desired.

  4. When finished, click Apply.

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