Video tutorial
5 min 09 s
* You must be an administrator of your CentrixOne account. *
- Depending on where you want to create the field, click on the “Contacts” or “Accounts” module
- Click on a random contact or account
- In the contact details section, in the “Contact Summary” interface or in the account details section, in the “Account Summary” interface, click on the “Profiling” tab
- Click on the three small dots in the upper right corner of this same interface
- In the list, click on the “Add a field” option
- Complete the “Name of the field to display” field in both English and in French
- Choose your type of field
- Click on the “Save” button
Note that you have the right to create 70 custom fields in the “Contacts” module. You can also create 70 custom fields in the “Accounts” module.
Exception: if your CentrixOne account is synchronized with the Acomba or Acomba X accounting system, you will then have the right to create 65 custom fields in the “Accounts” module instead of 70.
(Changes made in contact custom fields apply to all contacts (same for accounts) and users.)