roundCornerrC_Bios Install Guide Accounts SetupConfigure Account_ManageContacts field set

Configure Account_ManageContacts field set

Configure the fields that show when a New Account is created.

Go to Setup -> Customize -> Accounts, click Field Sets. Click Edit next to the Account_ManageContacts field set.

Choose Account fields to make available in the New Account page. Click Save.

Defaults requirements are listed in step 9 here:

The fields added here will appear when an Account is created via the New button. There are more fields to add from the Contacts object.


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