Custom account fields

Overview

Front allows you to add additional custom fields to accounts; such as Revenue, Account Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details and are available within rules, message templates, and signatures.

If you're looking to learn about how to upload account custom fields via CSV check out this article

You must be a Company Admin to create new custom fields.


Instructions

Step 1 

Click the gear icon on the top right of Front and into the Company settings tab, and select Custom Fields from the left sidebar menu.

Step 2

Click the Accounts tab, then click Add account custom field.

Step 3

Add a Name and Description for your custom field, then select a data Type. See this article to learn more about custom field data types.

Note that custom fields names are case-sensitive, so a field named Revenue would be distinct from a field named revenue. The capitalization you use in your custom field names must match the capitalization you use when importing accounts with a CSV or through the API.

Step 4

After you’ve set up your new custom field, click Create.

Reply Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
Like Follow
  • 6 mths agoLast active
  • 1685Views
  • 1 Following