Disabling Account Plan Pages at Global Level

Account Plan pages can be enabled/disabled both at global level and per plan type.

(See the previous section for details of which options are available at each level.)

This topic explains how to enable/disable pages at global level:

  1. In Setup, go to Custom Settings.
  2. Scroll down to Altify Account Manager Settings and click Manage.
  3. Click Edit.
  4. Select or deselect 'Show' checkboxes as appropriate:
  5. Click Save.