Creating an attribute for an account type

To create a custom attribute for accounts of a specific account type:

1. Go to Account Types (see Navigation). The list of account types is displayed (see Viewing the list of account types).

2. Click the ID or name of the required account type. The account type details page is displayed (see Viewing and updating account's details).

3. Go to the Attributes tab. The list of attributes linked to the account type is displayed.
   
   
   
   

4. Click Create. The New Attribute page is displayed.

5. Enter information about the attribute (see Creating an attribute) with the following specifics:The parameter Applied to = Account is read-only.In the Account types group, the current account type is automatically selected as read-only. Other account types can be added later (see Viewing and updating attribute's details).