Setting up Page Layouts

PSA – Accounting Connector adds a number of fields, related lists, and buttons to objects from Accounting and PSA. The relevant items are automatically included in the page layouts provided with the integration. Depending on your requirements, you can either assign the new page layouts to the relevant users or modify your existing layouts.

To set up the page layouts:

  1. Assign the PSA – Accounting Connector page layouts or modify your existing page layouts. See one of the following:
  2. Manually add fields to page layouts for objects that don't have a predefined layout. See Updating Other Page Layouts.