Personalizing a Fact Sheet

Personalize the fact sheets by indicating which fields you see and in what order.

You can personalize the fact sheets for accounts, contacts, activities, leads, and opportunities.

  1. Select Accounts, Contacts, Activities, Leads, Opportunities, or Sales Documents.
  2. Select an object to display the fact sheet.
  3. Select Menu > Personalize.
  4. Highlight a field.
    Option Description
    To hide the field Select Menu > Hide Item.
    To move the field up Select Menu > Move Up.
    To move the field down Select Menu > Move Down.
    To display a hidden field
    1. Select Menu > Show Item.
    2. Select the item to unhide, then click Add.
    3. Position the item in the proper location using Move Up or Move Down.
    Restore fact sheet defaults Select Menu > Restore Defaults.
  5. Select Done.
Parent topic: Personalization
Related tasks
Changing Your Password
Related reference
Settings

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com