Whenever a custom module is created, 6 default fields are created along with the module. These are grouped as Basic information and cannot be edited.
Here is how to add and personalize fields in custom modules, enabling you to stay agile and address evolving business needs effectively.
In addition to default fields, you can also add new fields to your module and customize them to suit your business needs.
Here’s how you can add new fields to your module:
Go to Admin Settings and navigate to Custom Modules from Leads, Contacts & Accounts
Click . This opens the page where you can create and manage fields present on your module.
Click . This brings up the ADD FIELD overlay.
Choose the field type and click .
Give your field a label, add a placeholder value, and configure the mapping for the field.
Click . This creates a custom field for the module.
Custom modules are available only as a part of the Enterprise plan. Users can create a maximum of 310 fields.