====== Accounts ======

This section is for working through buttons, related lists and Lightning Pages for the Account object. 

===== Content =====
  * [[donor360:object_configuration:1accounts#Page Layouts|Page Layouts]]
  * [[donor360:object_configuration:1accounts#Lightning Page|Lightning Page]]
  
  
==== Page Layouts ====
    * Click **Setup**, **Object Manager**, **Accounts**
    * Select Household Layout created in earlier step, Click **Related Lists** in the pallet
        * Add or remove related lists as needed, but include:{{ :donor360:object_configuration:accountrelatedlist1.png?300|}}
           * Contacts
           * Addresses
           * Fund Relationships
           * Opportunities
           * Contact Attributes
           * Files
           * Open Activities
           * Activity History
           * Other lists are optional
        * Click **Save** 


    * Select Organization Layout created in earlier step, Click **Related Lists** in the pallet
        * Add or remove related lists a needed, but include: {{ :donor360:object_configuration:accountlightningorg.png?400|}}
           * Affiliated Contacts
           * Addresses
           * Fund Relationships
           * Opportunities
           * Account Attributes
           * Fund Distributions
           * Files
           * Open Activities
           * Activity History
           * Bank EFT
           * Contact Attributes
           * Other lists are optional
        *Click **Save** 

==== Lightning Page ====

     * Select the Custom Lightning Account Record Page previously created for both Account record types. 
        * Click **Edit**
          * Click **Fields** in left panel
            * Grab **Dynamic Highlights Panel** from panel and drag above the existing Highlights Panel
{{ :donor360:object_configuration:accountlightninghighlightspanel.png?400 |}}
              * In right panel, Set **Primary Field** 
              * Populate the desired fields in the **Dynamic Highlights Panel** by dragging them from the left
{{ :donor360:object_configuration:accountlightninghighlights.png?400 |}}
              * Set number of **Visible Action Buttons**, Click **Add Action** to select buttons 
{{ :donor360:object_configuration:accounthighlightpanelbutton.png?200 |}}
                * Add filters to Action buttons as needed
{{ :donor360:object_configuration:accountbuttonfilter.png?400 |}}
                * Click **Save**

                * Add Filter to Dynamic Highlight Panel for Organization Accounts 
{{ :donor360:object_configuration:accounthighlightsorgfilter.png?200 |}}
                * Repeat this process to add a Dynamic Highlight Panel for Household Accounts. Remove the standard Highlight Panel, **Save**


          * Click **Tabs** section, Click **Record Detail**
            * Click **Upgrade Now** button, **Next**
{{ :donor360:object_configuration:accounttabsrecorddetails.png?500 |}}
              * Select the Page Layout previously created for **Organizations**, **Finish**
{{ :donor360:object_configuration:accountrecorddetailupgrade.png?400 |}}
              * Adjust the name of sections and move fields as desired
              * Add Filter to Tab for Organization Accounts (Record> Account Record Type> Name Equals Organization). This will allow users to see fields from the Organization Page layout.
{{ :donor360:object_configuration:accounttabdetailsfilter.png?400 |}}

          * Click **Tabs**, Add **Tab**, Drag **Record Details** from the Components Panel to the new Details tab
          * Click **Upgrade Now** in the right panel, **Next**
{{ :donor360:object_configuration:accounttabsrecorddetails2.png?400 |}}
          * Select the Page Layout previously created for **Households**, **Finish**
          * Add Filter to Tab for Household Accounts. (Record> Account Record Type> Name Equals Household Account). This will allow users to see fields from the Household Account Page layout.
          * Move the **new Details** tab next to the original **Details** tab
          * Leave the **Default Tab** as "<First Tab>"
          The Account Lightning Page should look something like this. This is dynamically filtered so when users open an Organization account, they will see the Organization details and when they open a Household account, they will see the Household details.
{{ :donor360:object_configuration:accounttabsfiltered.png?500 |}}