Account Custom Fields

Custom fields are additional data fields that can be added to the development of new capabilities tailored to specific business needs.

Mano avatar
Written by Mano
Updated over a week ago

New fields can be added to Account Business object based on specific requirements.

There are 3 types of custom fields that can be added

  1. Time Series

  2. Aggregate

  3. Formula

Time Series custom field category : You can make a existing account field as time series and select to have additional attributes.

For example, you have a field - TotalActiveUsers which represents latest number of active users in an account and you want to see how this number of users have changed over a period of time.

Then you can define a custom field - ActiveUsersTimeSeries and also select additional attribute like Last 30 days average. AppEQ server will take a daily snapshot and calculate the last 30 days average.

Please note - you need to select only numeric field from the CRM.

How can above field be used?

This custom field can be used to show as a trend in Summary Widget or Dashboard or it can be used to configure Nudges and Playbooks like

If ActiveUsersTimeSeries < (80/100) * ActiveUsersTimeSeries_Last30DaysAverage then add Task for CSM ....

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