NEW Issues Module: Account Custom Fields

Account Custom Fields for the Issues Module can only be changed within the module. One instance of each account custom field can be added to an Issue 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 mceclip0.png on the left side of the Dashboard. Navigate to the Account Custom Fields section.

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CREATING A NEW ACCOUNT CUSTOM FIELD

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. 

mceclip1.png

You will be asked to name the field, give it an abbreviation, and provide a brief description of what the field represents. You will then be asked to select a type:

Single Selection - a user can choose one value out of a dropdown list.

  • To add the values, click on the mceclip4.pngnext to "Choices" or import a list. You have to option to sort the list alphabetically.

mceclip2.png

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

Yes/No - a user can choose between Yes or No values

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

Paragraph Test - 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  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 an Issue Category.

EDITING AN EXISTING ACCOUNT CUSTOM FIELD

In order to edit an existing custom field, 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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