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JobTread

JobTread construction project management — accounts, contacts, jobs, tasks, documents, locations, comments, daily logs

Actions35

Account → Update

AI-generated

Summary

Update a JobTread account by ID, optionally setting its name and custom fields. Select the account type to load the matching customer or vendor custom fields; the type scopes that list and is not written to the account.

Inputs

  • Account ID (required) — ID of the account to update.
  • Account Type — Customer or Vendor; selects which custom fields are available and validates the fields sent. Defaults to Customer and is not itself updated.
  • Custom Fields — Optional values for the selected account type’s live-loaded custom fields, displayed using their field types. Fields belonging to the other account type are dropped before the update.
  • Name — Optional replacement account name.

Output shape

A single updated account record.

Account email, phone, and website are not native account fields and are not accepted by this operation; those details belong on a Contact.

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