Breadwinner Account Charts
Please follow the steps below to add the Breadwinner Account Charts to the Account Page.
- Open the Account Record and click on the Gear icon on the right side of the screen.
- Select “Edit Page”.
- From the left side panel of Components, drag the Breadwinner Account Charts Ribbon from the “Custom Managed” dropdown to the Account page.
- Click on “Activation” and choose the Org default based on the requirement.
- Save the changes.
Note: If Custom Fiscals years are enabled, we are not supporting them in the Breadwinner Account Charts.