Standard Fields in Accounts

Standard Fields in Accounts

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

Field NameDescriptionData typeMaximum Limit
Account NameSpecify the company name. This field is mandatory.Text boxAlphanumeric(100)
Account OwnerSelect the name of the user to whom the account is assigned.Look up-
WebsiteSpecify the URL of the company's Web site.URLAlphanumeric(30)
Ticker SymbolSpecify the ticker symbol of the Company.Text boxAlphanumeric(30)
Parent AccountSelect the parent company name from the Change pop-up dialog.Lookup 
EmployeesSpecify the number of employees in account's company.NumericIntegers(10)
OwnershipSpecify the type of ownership of the company from the drop-down list.Picklist 
IndustrySelect the type of industry from the drop-down list.Pick list-
Account TypeSelect the type of account from the drop-down list.Pick list-
Account NumberSpecify the reference number for account. Up to 40 characters are allowed in this field.NumericNumber
Account SiteSpecify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.Text boxAlphanumeric(30)
PhoneSpecify phone number of the account.Text boxAlphanumeric(30)
FaxSpecify fax number of the account.Text boxAlphanumeric(30)
RatingSpecify the rating of the account.Pick list-
SIC CodeSpecify the Standard Industrial Classification code of the account.Text boxIntegers(10)
Created ByDisplays name of the user created the Account first time.Date/Time-
Modified ByDisplays name of the user modified the Account.Date/Time 
Annual RevenueSpecify the annual revenue of the account.NumericIntegers(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)
DescriptionSpecify any other details about the account.Text area (long text)32000 characters


    • Related Articles

    • Managing Accounts

      In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...

    • Creating Accounts

      In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...

    • Standard Merge Fields

      The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...

    • Standard Modules & Fields

      The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...

    • Working with Custom Fields

      In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...