Custom fields can be added to Contacts and Opportunities. Once you have created a Custom Field it will be visible under the Info tab.
View List of Custom Fields
- Click Profile from the bottom left corner
- Click My Profile
- Click Preferences on the left
The field list is split in to two sections, Contacts and Opportunities. Follow the relevant section below to edit or create a field:
Editing an existing field
- Find the field you would like to edit and click Edit on the right
- You can edit the Description or the Data Type
- Once you have made relevant changes click Save
Important: If you amend the Data Type you may lose data, you will be warned of this on screen. If this warning appears you must click Continue to apply any changes
Creating a new field
A new custom field can not be created unless one of your exisitng fields have been deleted.
- Click Profile from the bottom left corner
- Click My Profile
- Click Preferences on the left
- Click Add a new custom field under the Contacts or Opportunities section
- In the Description enter the name of the field, this determines how the field name will be displayed on your layout
- Select a relevant Data Type for your field, there are 6 different types:
Alphanumeric: Allows the use of letters and numbers
Numeric: Allows number values only
Date: This will allow the user to pick a date from a calendar
Drop Down: This will allow you to add multiple items for selection from a list of Values
Currency: This will display numeric values in your currency
Yes/No: This will display a drop down list with values Yes, No and blank - Click Save and verify the field is now visible under the Info tab in Contacts or Opportunities