Personalizing a Fact Sheet

Customize a fact sheet by indicating which fields you see and in what order. You can personalize 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 its fact sheet.
3. Select Menu > Personalize.
4. Highlight a field.

   To	Do this
   Hide the field	Select Menu > Hide Item.
   Move the field up	Select Menu > Move Up.
   Move the field down	Select Menu > Move Down.
   Display a hidden field	Select Menu > Show Item. Select the item to unhide, then click Add. Position the item in the proper location using Move Up or Move Down.
   Restore fact sheet defaults	Select Menu > Restore Defaults.

5. Select Done.