How to Create Account Custom Fields for the Issues Module

PERMISSION NEEDED: "Account Custom Fields"

Account custom fields can be used in the Issues Module. These are managed under the "Settings" section from the Main Dashboard:

Under "Account", click "Custom Fields":

Creating a New Account Custom Field:

Click on the "Create" button:  

The Field Editor slider box will slide in from the right side of your screen:

1. Name/Label: Name the custom field.

2. Abbreviation: Give the custom field name an abbreviation. 

3. Description: Add a description of the custom field.

4. Type: Select the type of custom field you want. All of the "Types" that can be selected:

• Single Line of Text: A user has limited characters that will fit in a single row
• Paragraph Text: A user can write out multiple rows of text
• Paragraph Text With Formatting: A user will have a text box that has basic word formatting options and the ability to import
• Integer: A user will answer with a whole number
• Decimal: A user can use a decimal in the number
• Date: A user will complete the field with a date chosen from a calendar
• Website: A user can insert a website, which can be opened by clicking on the "" icon
• Yes/No: A user can choose between "Yes" or "No" values
• Single Selection: A user can choose one value out of a dropdown list.
• Multiple Selection: A user can choose multiple values from a list.
• Role Single Selection: (see: How to Create a "Role Single Selection" Type Account Custom Field)
• Role Multiple Selection: (see: How to Create a "Role Multiple Selection" Type Account Custom Field)
• User Single Selection (see: How to Create a "User Single Selection" Type Account Custom Field)
• User Multiple Role Selection (see: How to Create a "User Multiple Selection" Type Account Custom Field)

5. Required: Select either "yes" or "no". 

NOTE: If selecting "Single Selection" or "Multiple Selection", you will need to add the choice values by clicking on the "" button next to "Choices" or import a list:

Editing An Existing Account Custom Field:

In order to edit an existing account custom field, click on the name of the custom field. Then you can edit/add/change any of the values.

NOTE: The "Type" field will not be editable. If a new type is required, you will need to create a new account custom field.