The accounts module comes with a set of associated default fields. In addition to these, one can include additional information about the account such as Company Acquisitions, Date of IPO, net worth, etc through custom fields.
To access the accounts module and modify the fields present, navigate to Admin settings > Accounts.
This group includes all the default account fields that can be filled in manually through account forms, during import, or automatically using the CRM Code library. The custom fields can be filled in manually through the account forms or during import.
Here’s the list of default fields.
To customize existing account fields,
Go to Admin Settings > Accounts Module
Look for the account field that you would like to edit via the search bar on the Settings page. If this is a dependent field, you will be able to view the controlling field like the below:
In the EDIT FIELD overlay,
You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name, and Field type, however, cannot be edited.
You can configure the field properties such as making it a required field, read-only field, unique field, and also opt to display the field in the quick add form which is the form that you fill in when you add a new account.
You can also click on Add dependent field under field properties for drop-down fields to set up field dependency.
Learn more about creating custom fields for accounts.