Add Custom Fields

Add Custom Fields

At times, the default fields available in the Deals module might not suite your requirement. In that case, you can create custom fields of your choice. By default there are two sections in the contacts module: Deal information, Address information. The custom fields that you create will come under a new section called Additional Information. 

Create Custom Fields

To create custom fields
  1. Go to Setup > Fields > Deals.
  2. Select the Custom Fields tab.
  3. Click  .
  4. In the Create Custom Field window, do the following:
    • Enter the Field Label.
    • Choose the Field Type.
      Specify sub type if prompted.
    • Enable the Mandatory Field checkbox to mark the field as required.
    • Enable the Do not allow duplicate values checkbox to prevent duplicate values.

      You can also enable the toggle switch in the custom fields list view.

  5. Click Save.
Note
  • You can add a maximum of 20 custom fields in the contacts module.
  • Only 2 unique fields are allowed per module.
  • The default fields cannot be edited. You can either mark them as mandatory or as a unique field.

Edit Custom Fields

You cannot edit the type of the custom field created. The field label along with the toggle switch for marking the field as Mandatory and Do not allow duplicate values can only be edited. 

To edit custom fields
  1. Go to Setup > Fields > Deals.
  2. Select the Custom Fields tab.
  3. Hover over the field which you would like to edit and click the Edit button.

  4. Make appropriate changes and click Save.

Delete Custom Fields

Custom fields created can be deleted if not required.

To delete custom fields
  1. Hover over the field which you would like to delete and click the Delete button.

  2. Give your confirmation in the popup and the field will be deleted.
Note
  • Deleting a filed removes all the associated data from the records and this action cannot be undone.



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