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Creating and adding custom panels enables you
to better organize custom fields by categorizing your custom fields
using drop down menus called panels. To create or edit a
panel, from the Accelerator application do the following:
-
Click
|File|Edit Custom Field Panels|. The following screen is
displayed.
-
Click the |Create New|
button.
-
Type in the name of your new panel and
click the |Create| button.
- Click |YES| to confirm the creation of the new
panel.
The panel properties screen provides the
following options:
- Details Tab: The Details tab provides
information on the contact.

- Access Tab: Use this option to select which users have
access to the given panel.

- Field Tab: Allows for adding and deleting of custom
fields from a given panel. You can also re-arrange the
location of each custom field in the panel by selecting the |Move
Up| or |Move Down| button.

Once you have finished editing your
selections, click the |Save| button to save your
settings.