Editing Custom account field overview (section)

== Step-by-Step Instructions ==
This section provides detailed instructions on creating, editing, and managing custom account fields.

=== Creating a Field Group ===
Each account field must belong to a field group, which serves as a container for organizing similar fields. Follow these steps to create a field group:
1. Click '''Contacts''' > '''Fields''' on the left menu.
2. Select the '''Accounts''' tab.
3. Click '''Add Group.'''
4. In the modal window that appears, type the name of your new group into the field provided.
5. Click the '''Create''' button.

The new field group will now appear at the bottom of the Manage Fields page.

=== Creating a Custom Account Field ===
You can create custom account fields from either the Manage Fields page or directly from an account record. Here’s how to do it from both locations:

==== From the Manage Fields Page ====
1. Click '''Contacts''' > '''Fields''' on the left menu.
2. Select the '''Accounts''' tab.
3. Click the '''Add Field''' button.
4. In the '''Add Field''' modal, enter the desired field name.
5. Select the desired '''Group''' from the dropdown.
6. Choose a '''Field Type''' from the dropdown list and provide answer options if necessary (for dropdown, list box, radio buttons, or checkbox field types).
7. Click the '''Add''' button.

==== From an Account Record ====
1. Click '''Contacts''' > '''Accounts''' on the left menu.
2. Open any account record.
3. Click the '''Manage Fields''' option.
4. Click the '''Add Field''' button.
5. Follow steps 4 to 7 from the previous section.

=== Updating a Custom Account Field Value ===
To update the values of custom account fields, do the following:
1. Click '''Contacts''' > '''Accounts''' on the left menu.
2. Select the account record you wish to update.
3. Hover over the field to update and click the '''edit''' (pencil) icon.
4. Enter the new value into the field.
5. Repeat as necessary for other fields.
6. Click the '''Save Changes''' button to apply your updates.

=== Editing or Deleting a Custom Account Field ===
You have the option to edit or delete custom fields as needed. 

==== To Edit a Custom Field ====
1. Click '''Contacts''' > '''Fields''' on the left menu.
2. Select the '''Accounts''' tab.
3. Hover over the field you wish to edit and select '''Edit.'''
4. Modify the desired options in the modal window.
5. Click '''Save''' to confirm changes.

==== To Delete a Custom Field ====
1. Click '''Contacts''' > '''Fields''' on the left menu.
2. Select the '''Accounts''' tab.
3. Hover over the field you wish to delete and click the '''delete''' (trash) icon.
4. Confirm your decision in the modal window that appears by clicking the checkboxes and then the '''Delete''' button.