Customizing new account dialog layout

Select Settings > Accounts > Manage New Account Dialog Layout. The Manage New Account Dialog Layout page is displayed.

Select a Division for which the new account dialog layout must be customized.

Select the required field in the Available Fields field group and drag the field to the Account Details field group, or the Address Details field group, or the Billing Details field group.

Add a new field group using the Add Field Group option, if required.

Note: You can select page layout edit icon

to modify the name of the field group. You can also delete a field group using page layout delete icon

. You must remove all fields in the field group to delete the predefined field group.

Click Save.