Advanced Topics
Breadwinner Account Charts
5min
Please follow the instructions below to add the Breadwinner Account Charts to the Account Page.
- After opening the Account Record, click the Gear icon on the right side of the screen.
- Select “Edit Page”.
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- Go to the left side panel, select the Breadwinner Account Charts from the “Custom Managed” dropdown, and drag it to the desired position on the Account Page.
- Click on “Activation” and choose the Org default based on the requirement.
- Click on the “Save” button to save the changes.
If Custom Fiscals years are enabled, we are not supporting them in the Breadwinner Account Charts.
Updated 23 May 2024
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