Option

Description

To add a Panel you have already created to the Account view. You will need to select the panel from the drop down and save. The panel will be added to the bottom of the view by default but you can drag and drop to reorder the Panels.
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This option will allow you to create a new Panel. Once you have created the Panel it will ask you to select it from the drop down where you can add it to the View. The panel will be added to the bottom of the view by default but you can drag and drop to reorder the Panels.

To set the width of the View depending on the size of your monitor. This will allow you to rearrange the Panels so they display correctly. Two dotted lines will run down the side of the screen and these indicate how big the width you set is.

To turn off editing and save the changes made across all other Accounts that share this Account view.

A note to show you what Account View you are editing. We recommend checking you are in the right Account view before making any changes.

To edit the selected Panel contents.

To remove a Panel from this Account view. The Panel is not deleted completely and it is possible to add the Panel back by selecting the Insert Panel option.

To resize the panel you need to select the bottom right corner and drag and drop to the correct size. This can also be changed by going to the Menu option, Setup > Panels > Panel Views, clicking into the view and editing the Width and Height there.

To move/reorder the Panel you will need to select the Header of the panel and drag and drop to the correct place. A dotted box will give you a indication of where the panel will sit.

When dragging Panels to a new position, you can only drag onto another Panel, not onto a space. If a Panel refuses to move, reset the screen by restarting the editing.