The Custom Account Fields page lets you create additional fields to track on accounts beyond the platform defaults.
Accessing Custom Account Fields
Click Settings in the top navigation bar.
Select Custom Account Fields under the Members section in the left-hand menu.
Viewing Existing Fields
Lists all custom account fields with Edit and Delete actions for each.
Account Balance and Account Balance Description are included by default and cannot be deleted.
Any additional custom fields you've created (e.g. Bond #) appear below the defaults and can be edited or deleted.
Adding a Field
Click + Add Field in the top right.
Enter a Field name in the text field that appears.
Click Save to create the field, or Cancel to discard it.
That's it!