1. In Configuration, click Attributes.
  2. Highlight Account.
  3. Enter the new Attribute Type in the Attribute Type field.
  4. Select the Data Type from the drop-down menu. Select a Table name from the drop-down menu if Table is selected for Data Type.
  5. Mark the Required? and/or Unique? checkbox if it applies.
We also offer The Financial Edge: Field Options and Attributes distance learning class on this topic.