FieldInsight provides several built-in fields that your business can use immediately. However, depending on your requirements, some fields may not be necessary. It is important to specify which fields should be enabled and, among those, which should be set as required.
Access the Account Customer System Fields
To access the Account Customer System fields:
Click the ⚙️ (Settings icon) in the top-right corner.
Select Settings from the dropdown menu.
Navigate to Customer → Account Customer → System Fields
Enable and Set Required Fields
On the System Fields settings page, you will find all the available Account Customer fields. Enable the fields that are necessary for your business and mark as required any fields that must be filled in before saving a record.
Once all configurations are complete, click the "Save" button to apply the changes.