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Custom Profile Fields

Welcome back to another How to Do Things in Accelo. Today we're going to be talking about Custom User Fields. When we're adding a new company, just by clicking here or up... Read More

Welcome back to another How to Do Things in Accelo. Today we're going to be talking about Custom User Fields. When we're adding a new company, just by clicking here or up here and then adding a company, here we see add a company, you can see a lot of information here; name, website, account manager, status, address, demoer, all of this is good information to have but what if it's not relevant to you or, better yet, what if there's more information you'd like to see? That's where we going, to Configuration. Scroll here and go to Companies & Contacts, under Custom Profile Fields just Company. We're able to add profiles, this is any additional information you might need to know. Once you click out of the profile, it's going to prompt you to fill out all his information. Once you hit save, next time you will create a new contact or company you will see this is a field to fill out. Good luck.

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