How to Change/Update the Account Application Header in the Credit Application Form
This article explains how to customize the Account Application header displayed in your credit forms, including how to show/hide it and edit the label text.
Steps to Update the Account Application Header
1. Navigate to Credit Form Design Settings
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Go to Settings
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Select Credit Forms
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Click on Credit Form Design
2. Configure the Account Application Display
Once in the Credit Form Design section, you have two options:
Show or Hide the Account Application
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Toggle ON - Displays the Account Application header in your credit form
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Toggle OFF - Hides the Account Application header from your credit form
Edit the Label Text
If you want to customize the text that appears in the header:
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Locate the Account Application section
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Click on Edit Label
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Enter your desired custom text
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Save your changes
Additional Notes
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Changes to the Account Application header will apply to all credit forms using this design template
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Make sure to save your changes before navigating away from the page
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Preview your credit form to ensure the header displays as expected