Add and manage custom fields for your accounts

With Cerby, you can add and save customized account information fields.

The Custom Fields feature enables you to create multiple text-based information fields for your accounts and assign them a category name. The following three types of fields are available:

With these options, Cerby helps you manage accounts with specific information according to your needs. The custom fields are visible to other users with shared access to an account.

You can use the Custom Fields feature to save information like the following:

Only users with the Account Owner role on an account can add and manage a custom field, and both Account Owners and Account Collaborators can view the custom fields of a shared account.

The Custom Fields feature is available for any account and user within a Cerby workspace. These fields are accessible through the account details page using the Cerby web app.

This article describes how to add and manage custom fields for your accounts.

Add a custom field

Only users with the Account Owner role on an account can add a custom field, and Cerby supports up to 140 custom fields added to an individual account.

To add a custom field, you must complete the following steps using the Cerby web app:

Edit the content of a custom field

Only users with the Account Owner role on an account can edit the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

View the content of a custom field

Users with the Account Owner or Account Collaborator role on an account can view the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

Copy the content of a custom field

Users with the Account Owner or Account Collaborator role on an account can copy the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

Rename a custom field

Only users with the Account Owner role on an account can rename a custom field. To do so, you must complete the following steps using the Cerby web app:

Delete a custom field

Only users with the Account Owner role on an account can delete a custom field. To do so, you must complete the following steps using the Cerby web app: