Can I add the Account Officer to the Dashboard?
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    Can I add the Account Officer to the Dashboard?

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    Article summary


    FAQ

    Can I add the Account Officer to the Dashboard?

    To add the Account Office Column to the Dashboard, follow these steps:

    1. Click the Settings button.

    2. Select Save/Hide Columns from the menu options.

    3. Check the Account Officer box from the Edit Column Settings window to show or hide dashboard columns.

    4. Click the Save Tab Settings button to confirm changes.


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