1. Click on the "Customers" tab on the left-hand side. 

2. Click on any customer.

3. Click on the "organize" button on the left side of the customer profile.

 

4. Customize the data displayed in 3 ways:

- Click on the "eye" icon next to each data type to control which data types are visible in the customer profile. If the icon is blue, it will be visible.

- Drag and drop the data types to change the order that they are presented in within the customer profile.

- Click on the title "Customize Display" to be able to rename any of the current fields. Simply highlight the existing text, delete it, and then type the new information. Click away from the field to save the info.