Adding a custom tab to the Manage Account page

  1. Select Billing > Setup > Account > Manage Account Custom Tab.
  2. Select the Show the Custom Tab on Manage Account Page check box.
  3. Click Save.
  4. Select System > Agency Personalization > Content Manager.
  5. Design your custom tab in the Content Manager.
    The custom tab is found under Billing > Accounts > Account Information Viewer > Update Custom Tab in the Menu Groupings tree.