Custom fields

List of paragraphs:

• Create custom field
• Custom field type
• Additional settings
• Custom fields usage in leads email integration

You can create custom fields for the system modules in the Setup - Custom fields.

Create custom field

1. Go to Setup - Custom Fields - New record.

2. Fill in the information fields - specify the module, field's name and type, and the field column size.

3. Save the record, the newly created field will be available in the selected module.
4. To edit or delete the custom field, use the options in the Actions column.

5. If the field is not in use but might be utilized later, turn off its activity.

6. If you are creating a new custom field for the Objects module, you can select the option Filtered by module select field and field value. Specify the field (e.g. Status) and select the wanted value. The custom field will be displayed only when a new object with the specified values is created.

7. When Field preview button is selected:

8. You can see what size the new field would be and how it would be displayed among other fields.

Custom field type

When creating a new custom field, it is mandatory to select its field type.

1. Input - lets you to enter text into the field.

2. Number - only allows to enter numeric values.

3. Text area - enter the text that is longer than the general information put in the input field.

4. Select - allows you to select one of the values that were entered when creating a field.

5. Multi select - allows you to select several values at once that were entered when creating a field.

6. Checkbox - allows to check multiple options without opening up the selection lists.

7. Date picker - allows you to select the date value.

8. Datetime picker - allows you to select the date and time values.

9. Color picker - allows you to select the color, its color code will be displayed in the field.

10. Hyperlink - enter the link to the website.

Additional settings

You can enable additional settings for each field.

• Restrict visibility for administrators only - the field is only visible for the system administrators.
• Required - when creating a new system record, it will be mandatory to fill in the information field. The rule will not apply to system administrators.
• Required for all (including admins) - it will be mandatory to fill in the information field for all system users.
• Use in filters - when field is created, the system will automatically create a filter based on the field in the selected module.
• Show on table - when field is created, the system will automatically create a new column in the table in the selected module.

If you select Contacts module and Input, you will see additional option Use in communication history. Here you can enter information, such as contact's secondary email address that will also be used in the communication.

Custom fields usage in leads email integration

You can create fields for variables in the leads email integration.

Go to Custom fields - New record. Select the Leads module, specify the field type as Select and fill in the selections. Click on the setting Use in email lead integration and save.

The new custom field will be visible in the leads email integration.