Account custom fields can only be used within the Change Control module. One instance of each account custom field can be added to a Change Control Category. Eventually, these will become custom fields that can be used across all modules. These are managed under the Settings section, accessed by clicking on the on the left side of the Dashboard. Navigate to the Account Custom Fields section.
CREATING A NEW ACCOUNT CUSTOM FIELD
In order to create a new account custom field, click on the 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 next 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 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.
EDITING AN EXISTING ACCOUNT CUSTOM FIELD
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.