Create Custom Fields In Accounts

Need to track special info like a Billing ID or Account Number? You can easily create an Account Field for that. There are many kinds of Fields you can create listed under Data Type. Auto-number will generate a number for you, the other types you can manually enter a date, currency, text or numbers.

If you plan to use this Field for searching, only Auto-number and Text are searchable Data Types.

  1. Go to Settings > Account > Account Fields.
  2. Click +Create
  3. Enter a Name for the Field then select a Data Type and Save.
    create custom account fields
  4. To enter information in the new Field, open an Account and click Edit Account Info.

    edit account info to update custom account field