Overview:

If you are using the Enterprise Edition you can assign the Zumzum Financials Accounts page layout.  The custom page contains specific sections and fields to hold your financial data about your customers and suppliers.

Edit Or Assign Your Salesforce Accounts Page Layout

1. Click Your Name | Setup | Customize | Accounts, and choose Page Layouts or Record Types..
2. In the page layout or record type list page, click Page Layout Assignment.
3. Click Edit Assignment.
4. Use the table to specify the Zumzum Financials Account Layout page layout for each profile that requires access to accounting data
5. Click Save. 

Edit Your Page Layouts  (Professional/Enterprise Edition)

If you are using the Salesforce Professional Edition you will need to edit your page layout to add the sections and custom fields to hold your financial data about your customers and suppliers. 

To access page layouts for Accounts:

1. Select Your Name | Setup | Customize.
2. Choose Accounts.
3. Choose the Page Layout link.

Work with the page layout editor to add the following components:

• Customer Activity – drag and drop the Visual Force Page component Customer Activity to the top of your Account page layout. 
• Add a new Section for Credit Control to place your custom accounting fields and ensure that it is a 2 column section. 
• Drag and drop the following fields into this section

• Add a new Section for Bank Information to place your custom accounting fields and ensure that it is a 2 column section. 
• Drag and drop the following fields into this section

• Add the Activity Report button and Account Report buttons to the Custom Buttons component on the page layout. 
• Add the following Related Lists to your page layout
  • Sales Orders
  • Sales Invoices
  • Purchase Orders
  • Purchase Invoices 

Learn more about managing your customer data in Zumzum Financials. Import customer and customer transactional data to Zumzum Financials.