Account details

Two types of detail tabs can be shown in the Manage Account page, depending on the account type configuration.

Your agency can define both account type details and account details in the Account Type page. Account type details are shown on the Details tab, and account details are shown on their own tabs.

The values that you enter for an account type detail on the Details tab will be the same for all accounts of the same type. The values that you enter on an account detail tab are unique to the current account.