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adam- i do not have the grid as shown.  it is an empty box next to customer type.  if you log in you can see that...any other thoughts ont his, as it is holding up an activity we have planned.  thanks, cara

i did all of those things and it looks like there is a bug, as all i can see is the words 'Customer Type' but no field associated with that to actually search by.  Please see our Two Degrees site if you would- I think this may be a tech issue.

do you guys have an answer for this?

I just want to be able to search and filter, not to edit.  We have a whole dropdown of Customer Types in quickbooks (and that I can select from when I create a customer).  I simply want that dropdown on the Customer List page if possible.

this doesn't seem to work.  i appeared to have a field called 'Customer type' on my customer page but couldn't type in it.  so i tried to change that and then lost the field.  though the label for the field is still there.  any thoughts on how to make this work?  i was also hoping it could be a dropdown ...

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

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?  

can't figure out how to do this.  would be so grateful for the insight into how to customize this page- I also want to add an Account Manager field that is a dropdown menu so that I can assign accounts to different account managers.  thanks!