Overview

To ensure that your organization has all the relevant data you need for Accounts, add or edit fields via Accounts Field Editor. Accounts Field Editor is available only if the organization has Account Types enabled.

This unlocks a more seamless experience that enables you to:

• Create, edit, deactivate, or delete fields
• Specify Identifiers
• Inform and replace with system fields if a system field key is typed
• Create a relation
• Set default field values and display them in the table view
• Search by name and keywords and filter by field type

Where can you find the Accounts Field Editor?

1. In the Dashboard, click Accounts > Types in the navigation bar.
2. After adding an Account Type or selecting an existing one, click Settings to open the Field Editor.

How to add or edit Account fields?

1. Navigate to the Accounts Field Editor.
2. Click into an existing field or click Add Field
3. Update Field Details:
   1. Field label: the name of the custom field (displayed within the dashboard)
   2. Field key: a unique identifier for the field (also used when retrieving or updating the object via API)
   3. Field type: describes the type of field value allowed, such as an array, date, integer, string, etc.
4. Update Field Configurations:
   1. Identifier: unique identifiers defined by a customer organization that are used to look up an exact match quickly (user IDs, email address, etc.). Identifiers can only be set on fields where the field type is string. Identifiers are not supported in nested string fields like hashes.
   2. Case Sensitive: field setting that treats “ABC” and “abc” as not the same value.
   3. Unique: field setting that prevents the same value from being used in multiple records for this field within the same account type.
      • We do not recommend configuring a field as both an Identifier and Unique, especially if you want to use them to sync data across systems. Account Identifiers would represent 1:1 mappings between an account within Persona and an account within the your system.

Plans Explained

Accounts Field Editor by plan

Learn more about pricing and plans.