Defined Fields Page

You store additional account record information from Defined Fields. These fields track details, such as Marital Status and Maiden Name.

Defined field categories may appear as collapsed when you first access the page. To view a defined field list for a category, click the category name or the "+" beside the category name. Under Tasks, you can also click Show All Fields.

Note: You can also set up defined fields to track information on other pages on the account record. For example, you can set up a defined field for an account's address to appear on the personas page, and you can set up a defined field for an event transaction to appear on the gift page.