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How do you customize for all users on your account?

Last post 03-27-2013 5:27 PM by caraaley. 2 replies.
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  • 03-27-2013 3:16 PM

    How do you customize for all users on your account?

    I want to add Account Manager field to Edit Customer page for all users at Two Degrees (my company) but can't see how do this for any account other than my own.  Would be grateful for the assistance.  Does everyone need to customize their own page?  

  • 03-27-2013 4:23 PM In reply to

    Re: How do you customize for all users on your account?

    Answer

    The Edit Customer screen should be the same for all users.  What are the other users seeing?  

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
  • 03-27-2013 5:27 PM In reply to

    Re: How do you customize for all users on your account?

    Ok it looks my folks can in fact see the fields I have customized.  All set and thank you!

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