Reorganize Custom Account Information

These steps explain how to reorder fields found on the Custom Account Information screen.

1. Launch Tool #1065 Configure Custom Fields - Account Data.

2. On the Custom Account Field Configuration screen, click the field you'd like to reorder.  

3. Choose the Edit option.

4. In the Display sequence # field on the Custom Account Field Configuration - Update screen, enter the sequence number that corresponds to the order in which you'd like the field to appear.

   • For example, if you would like the field to appear first, enter '1.'

   • It's recommended to use a multiple of ten. That will make it easier to reorder and/or add fields in the future.

5. Click the forward arrow.