I’ve added a custom Account field. But it has no value. How do I actually set the value? I can’t find this anywhere, and the documentation says nothing about it.
I was under the impression a custom field for the Account itself allows you to set a global field value that can be added into signatures, for example.
It would depend on the type of custom field. If it’s an Account custom field you can add the value when viewing the Account in the Contacts/Account manager.
For Teammate custom fields you’d go to the Teammates Tab under your Company/Workspace settings. There you just need to click on a specific Teammate and then click on the Tab Custom fields.
This Help Center article has more information on the types of custom fields that can be created, as well as links to other documentation that gives insight on how to both create and set these fields depending on the object type (Teammate, Conversation, Account, etc.).
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