What is the Account Info module?

The Account Info module is a prebuilt component that can be added to a Account Type. It displays information on account status, caccount ID, and Reference ID along with timestamps for when it was created and last updated. You can customize when fields are displayed on the module and define logic that governs when it appears.

A Account Info module provides an overview of important accound detail to help you and your team quickly view essential account information.

How do you add an Account Info module?

1. Navigate to the Dashboard, and click on Account > Types.

2. Find and click on the Account type you want to edit, or Create type.

3. Navigate to the Tab you want to add an Account component to. Click an empty space to view the Component Library.

4. In the right toolbar, search for ‘Info.’

5. Drag and drop the Info module into your Account Layout and reposition it by dragging it around.

   

6. Click on the Info module on the right toolbar you can customize how information is displayed on the module.

   1. Under Fields, you can add, remove and rearrange the fields that will display on the Info module. Learn more about Info Fields below.
   2. Under Module Layout, you can change:
      1. Dynamic height: Module will grow or shrink to fit its contents.
      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.

7. Click the “Delete” button if you want to remove the component from the Account Layout.

Plans Explained

Account Info module component by plan

Learn more about pricing and plans.