Additional Fields for Account Records

Besides the two required fields previously indicated, the following list includes a few of the recommended fields to consider when building Account records:

Image Account Number (must be added to the form)—This free-form entry field can be used to enter any number or alphanumeric combination. This field can be tied to existing enterprise resource planning (ERP), accounting, or other systems for quick-and-easy reference. In that case, we recommend setting the value to read-only or similarly controlling it so that it can be modified only through an approved business process.

Caution

As noted earlier with the Account ...

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