Adding or modifying an account custom field

  1. Select Settings > Accounts > Manage Account Custom Fields. The Manage Account Custom Fields page is displayed.
  2. Click New. The Edit Custom Field page is displayed.
    Note: 
    • You can modify an existing custom field (except Field Type), using the Edit option corresponding to the definition of the custom field.
    • You can view a custom field in the existing reports and hide the custom field in the page layout, using the Deactivate option corresponding to the definition of the custom field.
  3. Specify this information in the Edit Custom Field section:
    Field Type
    The type of field.
    Note: 
    • Additional field(s) are displayed based on the value selected in this field.
    • If you select the Pick List option and add option(s) to the List Options field, you can deactivate the option, using the Deactivate option.
    Label
    The name of the custom field.
    Locked
    Select this check box to lock the custom field in the page layout.
    Required For All
    Select this check box to mandate the use of custom field for all divisions.
    Note: The custom field is made mandatory for all divisions, only if the custom field is added to the page layout.
    Required For Divisions
    The division(s) for which the custom field is required.
    Note: This field is displayed when the Required For All check box is cleared.
    Required In Portals
    Select this check box to mandate the use of the custom field in portals for all divisions.
    Required In Portals For Divisions
    The division(s) for which the custom field is required in portals.
    Note: This field is displayed when the Required In Portals check box is cleared.
    Searchable
    Select this check box to ensure that the value of the custom field can be searched.
    Note: This check box is displayed only when the value in the Field Type field is set to Auto Number, Text, or Text Area.
    Write Once
    Select this check box to permanently save the value when specified for the first time.
    Note: This check box is displayed only when the value in the Field Type field is set to Currency, Date, Decimal Number, Whole Number, Pick List, Related Pick List, Multi Pick List, Text, Text Area, Time, or URL.
    Help Text
    A description for the custom field.
  4. Copy the required field reference in the Field Values section to:
    • The Formula section for creating a formula for the custom field.
      Note: You can create a formula only when the value in the Field Type field is set to Formula.
    • The Initializing Field Value section to set a default value.
      Note: You can set a default value only when you select Date, Decimal Number, Whole Number, Text, Text Area, Time, or URL in the Field Type field. The default value can be modified.
    Note: You can copy only one field reference at a time.
  5. Click Save.