How to Create a Custom Field for Users in Zoho Books
Summary
By default, the details about a user in Zoho Books includes their name and email address. If you want to add more details apart from this, you would have to create additional fields for users.
To create an additional field for users:
- Go to Settings in the top right corner of the page.
- Select User Preferences under Users & Roles.
- Select the Field Customization tab on top of the page.
- Click the + New Custom Field button in the top right corner of the page.
- Enter the Label Name, select a Data Type for it, and fill in the other required details.
If the field that you’re going to add is a Personally Identifiable Information (PII), mark it as such under Is this PII?
Click Save.
This new field will be saved under the Field Customization tab. You can perform different actions on it by hovering over the field and clicking the Edit or drop-down arrow next to it.
The custom field(s) that you create under Field Customization will be shown while adding a new user to your organization.