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Custom account properties

iMeet® Central admins have the ability to create custom properties fields for accounts and sub-accounts. These fields act much the same way as workspace and milestone properties fields. Clients will often customize and populate these fields for reporting purposes and for increased insight into their work. Users will be prompted to complete these fields at the moment of creation of any account or sub-account.


Those users with company admin permissions can customize the account and sub-account property fields by navigating to the company admin menu (gear icon in the top right) and selecting Company Setup>Custom Fields>Account Properties.

 

 

 

 

 

 

 

 

 

 

 

 

From here, you can create and edit custom account properties. 

To learn more about custom properties, please see these two articles:

Custom Milestone Properties

Custom Workspace Properties

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