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Forum Post: RE: Changing overview screens

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First - make a note of which view you want to change:

  1. Setting -> Customizations -> Customize the System
  2. Expand Entities -> Expand Account -> select Views
  3. Select the view you need to change (in this case "My Active Accounts")
  4. Add and remove columns, set sorting and filtering as desired.
  5. Save and Close
  6. Click back on Account in the left navigation
  7. Publish (up top)

Refresh and you should see your changes.


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