Adding custom fields to Accounts

In keeping with other modules, it is important that we keep the Accounts module concise. A best practice is to populate as much of this information as possible when converting a lead and keep manual research and data entry to a bare minimum.

It is important that data held within an account record be static, meaning that it is not something that will change regularly. If there is a requirement to record transactional data (for example, number of units sold), this needs to be recorded elsewhere. Refer to Chapter 5, Working with Other System and Custom Modules, for further details.

Here is a selection of custom fields that many Zoho CRM users find valuable:

Figure 4.3 – Custom fields in Accounts module

Once you have removed and added the fields as required, it is a best practice to organize them in suitably named sections as this will ensure that records in this module are intuitive and easy to read.

An example...