Account fields can then be used for display on the Account form, Account Header and Account Card layouts.
The fields can also be imported and exported as part of automatic ERP integration with Pepperi (if you have configured this).
To view/edit Account fields and add custom fields:
Go to Settings -> Accounts -> Fields
To edit an existing field, click on the edit icon (pencil) and modify the field label.
The Label is the title of the field that will appear on any screen on which the field is displayed.
The API Name is the name used in the file when importing and exporting this field in the automatic ERP Integration for your Accounts.
To add a custom field:
Click on Add Custom Field. Select the field type - Single Line Text, Limited Line Text, Date, Number, etc. .
Enter the required information for each field type.
Once you have created the custom field, position it in the Account Header, Account Card or Account forms layout.
For details on how to do this see: