NOTE:  Users will needs the permission "Account Custom Fields" and "Configuration: Issues" to perform these steps.

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

settings.png

Under "Account", click "Custom Fields":

custom fields.png

Creating a New Account Custom Field

Click on the "Create" button:  

create.png

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

field editor.png

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:

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

If selecting "Single Selection" or "Multiple Selection", you will need to add the choice values by clicking on the "mceclip4.png" button next to "Choices" or import a file of values:

add new choice.png

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.