Account Custom Fields let you store business-specific information — like office hours, license numbers, and social media handles — and pull it into your emails, documents, products and services, and Client Portals using tokens. In this tutorial, we'll show you how to add Account Custom Fields in Account Settings, insert them into templates like your email signature, and edit the field value in one place so every template updates automatically. No more hunting down every template when your hours change or your Instagram handle does. Set it up once and let the tokens do the work.
