How do I add a new field to the "More Details" tab on an account?

Additional account information can be displayed under the “More Details” tab on the account screen.

2. To add to the list of details click “Tools”.

3. Click “Custom Fields Setup”.

4. Click here.

5. Click on ACT (account)

6. Click “New”.

7. Click here and type in the new detail to be added.

8. Click here.

9. Select the data type to be used for the new detail.

10. Choose a sort number (where this field should appear on the list).

11. Click OK.

12. Check the “More Details” tab on the Account Screen.

13. The new field “Shul Rov” appears!

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