How to create Account Custom Fields

Account custom fields now can be used in Users Table, Issues, and Change Control modules. These are managed under the Settings section, accessed by clicking on the mceclip0.pngon the left side of the Dashboard. Navigate to Custom Fields section. User needs to have the "Account Custom Fields" permission via Role to be able to create/manage Account Custom Fields.



In order to create a new account custom field, click on the mceclip2.png button.  The Field Editor will slide in from the right side of your browser. 


You will name the field, give it an abbreviation, and provide a brief description of what the field represents. Then you will need to select a type:

Single Select- a user can choose one value out of a dropdown list. To add the values click on the mceclip4.pngnext to "Choices" or you can import a list, you can also choose to have them alphabetically sorted.


Multiple Selection- a user can choose multiple values from a list. See above for adding values

Yes/No- provides Yes or No values

Single Line of Text- a user has limited characters that will fit in a single row

Paragraph Text- users can write our multiple rows of text

Paragraph Text with Formatting- a user will have a text box that has basic word formatting options as well as the ability to import

Integer- user will answer with a whole number

Decimal- user can use a decimal in the number

Date- user will complete the field with a date chosen from a calendar

Website- user can insert a website, that can be opened by clicking on the  mceclip0.png icon

Lastly, you have the ability to make the field required. Please note that if an account custom field is set to required, it will always be required every time that it is used in a Change Control Category.


In order to edit an existing custom field you would need to click on the name of the custom field. Then you can edit/add/change any of the values. The "Type" field will not be editable. If a new type is required, you will need to create a new account custom field.

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