Add Custom Fields to an Account Record

What are Custom Fields?

Custom Fields are used to add extra information on the People and Company Account Records.

- You can set custom fields on People, Companies, Subscriptions, Subscription Products and Transactions

- The Custom Field Information are the same across all these Items ( People, Companies, Subscriptions, Subscription Products and Transactions)

- All custom fields will be added to the query builder after you created them.

Step 1. Create a Custom Field

• Navigate to Settings-Custom Fields

• Click on Create

• Provide Details for the Field

• Note: Remember to check the box "Make Field Active"

• Select a Format for this field

- Text, Number, Decimal Number, True/False, List and Date

Step 2. Add the Custom Field to a Record (ex: People, Companies, Subscriptions, Subscription Products and Transaction Accounts)

• Navigate back to People-Accounts

• Select the "View" button to open the Account

Navigate to the Account and click on "View"

• Click on Add Custom Field

• Select the Custom Field that you created

Step3. Different custom field options

• Custom fields can be added to People/Company Accounts, Subscriptions, Products, Transactions 

1. Subscriptions

• Navigate to Settings-Custom Fields-Subscriptions 

• Navigate to Finance-Subscriptions, view the subscription you want to add your custom fields.

• Or, just view any account, scroll down to Subscriptions and click on add custom field.

2. Products

• Navigate to Settings-Custom fields-Subscription Products

• Go and view any account, scroll down to Products underneath Subscriptions and click on add custom field.

3. Transactions

• Navigate to Settings-Custom fields-Transactions

• Navigate to Finance-Transactions, and view a transaction record, scroll down to custom fields and click on add.

Tips: 

• You can use the Query Builder to filter on the newly created custom fields