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How to add new custom fields to New Account Wizard

How we can add the account custom fields to New Account Wizard

3 comments

  • Avatar
    Tamas N

    Hi Silpa,

     

    There are two ways you can make a custom field visible in the New Account Wizard:

    - marking it as Required on the Page Layout

    - marking it as Required on the field's detail page, at the "General Options" section, please see example screenshot below:

     

    If you have any further questions on this, let us know.

     

    Best regards,

    Tamas

  • Avatar
    Silpa Kandukuri

    Hi Tamas,

    Thank you for response . Actually we would like to know how to add the new account custom fields on the below new account creation page and not account detail page, So could you please let us know, is there any possibility to edit or add new custom fields to the below New Account Wizard.

     

     

     

    Thanks & Regards,

    Silpa Kandukuri.

  • Avatar
    Tamas N

    Hi Silpa,

     

    Thank you for your feedback. My previous comment referred to making custom fields appear in the New Account Wizard, and not on the Account detail page. There are two ways you can make a custom field visible in the New Account Wizard at new account creation:

    - marking it as Required on the Page Layout

    - marking it as Required on the field's detail page, at the "General Options" section

     

    Please let us know if you have any further questions.

     

    Best regards,

    Tamas

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