Specify Values for Client Defined Fields

You can specify values for accounts in Client-Defined Fields to store additional information about your customers. For example, if your Aria Administrator created an account field called "Sales Representative," you could specify a sales representative for each customer.

Getting Here: Click Accounts > search for an account > Account Overview > Client-Defined Fields tab

1. Click Edit next to the field that you want to complete.
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2. Enter your desired selection.
3. Click Save.