How to Use Account-Level Custom Fields

Note: This is different from the Custom Fields sub-tab found under a contact's Address section, which is used for data specific to an individual person.

How to Get Here:

1. Navigate to the detail page for the Account you are working on.
2. In the main tab bar, click on Custom.

Instructions: The process for adding a custom field at the account level is identical to adding one for a contact.

1. Click the + Add New Custom Field button.
2. Select the Category that defines the information you are storing.
3. Enter the specific data in the Description field.
4. Click the Save Custom Field Information button.

Expected Result

The new custom field will be saved and will appear in the grid on the Custom tab, providing key at-a-glance information about the company as a whole.