Main fields: Difference between revisions

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Main fields are a type of custom field, along with task, contact, and project fields. They are used to store information that you're planning on using at the account level, such as document templates.
Main fields can be created and populated in '''Account management / Custom fields / Main fields''':
<screenshot>
== Go To ==
== Go To ==
*[[Custom fields]]
*[[Custom fields]]
*[[Types of custom fields]]
*[[Types of custom fields]]
*[[Feature Description]]
*[[Feature Description]]

Revision as of 06:06, 27 February 2021

Main fields are a type of custom field, along with task, contact, and project fields. They are used to store information that you're planning on using at the account level, such as document templates.


Main fields can be created and populated in Account management / Custom fields / Main fields:


<screenshot>


Go To