Account- Additional Fields

Account- Additional Fields

Based on your requirements, the default account record can be customized using different types of additional fields. This is useful to capture additional information about your customer.

 

To configure additional fields: 

    1. Go to Admin>>Account Details>>Account-Additional Fields.

    2. Click Add Field and select the required field type.

    3. Provide details such as Field Name, Description, and Default Value (if applicable).

    4. Finally, click Save. 


The additional fields will be added to the account forms under the Account attributes section. 

View, edit, or delete account additional fields.


All account additional fields are listed under Admin>>Account Details>>Account- Additional Fields. 

  • To view or edit a field, click the edit icon. To edit, make necessary changes and click Save.

  • To delete a field, click the delete icon against the field. 



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