Apart from the fields provided in the product (default fields), you can create new fields to capture any additional information about your contacts, accounts, and deals. Before you begin, decide on the type of field you want to create.
The type of custom fields you create depends on the kind of business data you want to store. Below is a description of each custom field type.
To create custom fields,
Go to Admin Settings and scroll down to Sales Force Automation (SFA). Click Contacts, Accounts, or Deals modules.
. This brings up the Add field overlay. Choose the type of field you wish to create.
Click to configure the new field. This brings up the field overlay where you can configure the field properties.
In the Add field overlay, perform the following actions:
Assign a Label for the field.
Add a placeholder text to provide users with a better context about the information to be filled on the field.
Add a tooltip to help users get better context about the field
Select a Group or Subgroup under which the field will be placed.
Configure the field properties by clicking the relevant checkboxes. You can make the field required, unique, or add it to the quick-add view. You can also make it a read-only field. This will prevent the field from being edited.
Click to apply the changes.
The newly created custom fields can be found here:
Admin settings page for the respective modules (contact/ account/ deal)
Edit overlay of a respective record (contact/ account /deal)
You can populate these custom fields while adding records during import, and also through our CRM Code Library.
AVAILABILITY OF CUSTOM FIELDS (per module)
- You can create custom fields from CRM Code Library as well.
- The custom field limit varies for each plan.
- You can reorder custom fields in the way you want them to appear in the add form.
- You can also sort and filter records using custom fields.
- You can create contact scoring rules using custom fields.