Adding Account Custom Fields

Version 1 by Harry Hollander
on Jul 22, 2010 16:23.
compared with
Current by Harry Hollander
on Jul 23, 2010 10:14.
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Track additional information for each Account by creating custom fields. For example, say you have several Home Depot accounts and you want to view or report on their jobs as a group. Create a "master account" field with a "List of values" data type and add values like Home Depot, Lowes, Retail etc.

Your new field will display in the _Account Info_ section of the _Account Detail_ page for all new and existing _Accounts_. If you delete a custom field, any information that had been entered for that field will also be deleted.\\
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# Go to *Account > Edit Settings*
# In the _Account Custom Fields_ section, click on !images_new custom field button.png!
# Enter a name and select one of the following data types:

#* *Auto-number* \- use to automatically assign the next sequential number. Use the checkbox to indicate whether values should be generated for existing accounts. You have the option of assigning a number to all existing accounts or just new accounts. If you change the data type of an existing custom field to auto-number, you have the option of assigning a number to all existing fields that are blank. Fields with existing values will remain unchanged.
#* *Currency* \- use for fields you may want to summarize on reports, only numbers are allowed. The field will print with a currency symbol and 2 decimal places.


#* *Date* \- use to ensure a valid date is entered and allow reporting based on dates
#* *Link* \- use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as [http://www.moraware.com]. http://www.moraware.com. For a folder on your local network use the format \\machinename\sharefile\foldername.
NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead.
#* *List of values* \- use when you want to define the values for a field such as Account types
...
#* *Text* \- use for data entry fields up to 80 characters
# (Optional) To display your new custom field on the _Accounts_, _Jobs_ or _Calendar_ pages:

## Go to *Account > View Accounts* , *Job > View Jobs* or *Calendar > View Calendar*
## Click on !images_Options button.png!
## Click on !images_select fields button.png! and select the fields you'd like to display. Drag and drop the fields to change the order
## If you want to save this view, click on , !images_Save View button.png!, type in a name and click *OK*
## (Optional) If your field has a data type of "List of Values" or "Date" you can also use it to [add a filter|../../help/_1jq0ivkz5.htm] filter|doc:Using Filters].