Account Description: Custom Fields & API Access

A new Feature in this release is an enhanced way to creating a 'Customer Description' Summary.  This is similar to the existing Account Profile feature in its intent, but provide much more flexibility, is easier to change, and can be fed by an API.

Widget

Account Description is a new feature that includes Widgets, Print to PPT. etc.  Admins can place the feature in their Process as they see fit and the Widget will appear on the Process Step page.

Detail Page

Clicking into the feature from the left hand navigation or the widget provides users with a set of 'static' information about the Account that can be updated and/or fed from an API

Set Up

There are two steps to setting up this Feature.  First, a centralized list of Custom Fields can be created along with tooltips under Settings->Customers->Custom Fields.

Once these fields are created, Admins can map them to Customer Types.  This provides Admins with the flexibility to deploy only the Custom Fields they wish for a particular type of Customer.  Admins can also organize the Custom Fields into Sections and designate which ones are 'read only' for Users to update.