Create an Account custom field

You can create a custom field for tracking Account information like Billing ID or Account Number.

create account custom field

  1. Go to Settings > Account > Account Fields.
  2. Click Create. 
  3. Enter Name and Data Type. (Only Auto-number or Text are searchable Data Types). Save.
  4. To enter information in your new field, open and Account and click Edit Account Info.

    edit account info

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