Create Account Fields

You can create additional Account Fields for tracking additional details like Store Number or Website for your Accounts. See Related Articles below for more information on adding Job Fields.

create fields giph

  1. Go to Settings > Account > Account Fields and click +Create.
  2. Enter a Name and select a Data Type. 
  3. The will immediately be added to all Accounts. Open Account and click Edit Info.

    example of fields added

  4. Enter information and Save.

Related Articles