Admin can add, edit or delete the custom data fields in Accounts.
To view the enhancement:
Navigate to Accounts
Click three-dots icon
Select Custom Fields
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- Add the custom data fields
- Select the agents who can use the custom fields
- Click Submit
- Once updated you will get the message saying: Custom fields are updated successfully.
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- Navigate to the Table Column
- Select the custom fields created
- Click Save
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The Selected Table Column will appear in the table view of Accounts
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In case you want to edit the custom data, click on the Edit icon and make the necessary changes. Then click on update.
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If you navigate to Account 360 of any contact and click to Edit the account, you will find the custom fields that you can edit. Once completed, click on Save.
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You can also filter your accounts based on the custom fields that you have added.
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