Account Properties - Custom Fields

Account Properties - Custom Fields

To work with the Custom fields tab, you should have the following access rights to the account:

  • View custom fields. To view general custom fields.
  • Manage custom fields. To create, edit, and delete custom fields.
  • View admin fields. To view administrative fields.
  • Manage admin fields. To create, edit, and delete administrative fields.
  • Manage access to this object. To edit the tab.

On this tab, you can create custom fields with additional information about the account.

To create a custom field, fill in the Name and Value fields and click on the icon . The Value field is optional. After saving the changes on the tab, all custom fields are displayed in alphabetical order.

To restrict access to custom fields, you can make them as administrative. Thus, they will be available only to the users that have the View admin fields and Manage admin fields access rights to the account. Check the box to the left of the required field to make it administrative.

To delete a custom field, click on the icon  next to it.

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