CRM Help

Standard Fields in Accounts

Following are the list of Zoho defined standard fields available in the Accounts module:

Field Name Description Data type Maximum Limit
Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100)
Account Owner Select the name of the user to whom the account is assigned. Look up -
Website Specify the URL of the company's Web site. URL Alphanumeric(30)
Ticker Symbol Specify the ticker symbol of the Company. Text box Alphanumeric(30)
Parent Account Select the parent company name from the Change pop-up dialog. Lookup  
Employees Specify the number of employees in account's company. Numeric Integers(10)
Ownership Specify the type of ownership of the company. Picklist  
Industry Select the type of industry from the drop-down list. Pick list -
Account Type Select the type of account from the drop-down list. Pick list -
Account Number Specify the reference number for account. Up to 40 characters are allowed in this field. Numeric Number
Account Site Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field. Text box Alphanumeric(30)
Phone Specify phone number of the account. Text box Alphanumeric(30)
Fax Specify fax number of the account. Text box Alphanumeric(30)
E-mail Specify the official E-mail address of the account. E-mail Alphanumeric and Special characters(100)
Rating Specify the rating of the account. Pick list -
SIC Code Specify the Standard Industrial Classification code of the account. Text box Integers(10)
Created By Displays name of the user created the Account first time. Date/Time -
Modified By Displays name of the user modified the Account. Date/Time  
Annual Revenue Specify the annual revenue of the account. Numeric Integers(10)
Billing Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the billing address of the account to send the quotes, invoices, and other agreements.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the shipping address of the account to deliver the shipment.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description Specify any other details about the account. Text area (long text) 32000 characters

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