How can I add custom fields?

How can I add custom fields?

You can add custom fields and capture information specific to your business requirements by following the steps below:

  • Log in to Zoho CRM with Administrator's privilege.
  • Click Setup > Customization > Modules and Fields.
  • Select the Module from the drop-down list.
  • In the List of Modules page, click New Custom Field. 
  • In the New Custom Field page, do the following:
    • In the Select Field Type section, select the data type.
    • In the Provide Field Details section, specify the custom field details.
  • Click Save.

Note:
  • You cannot customize all the fields but you can edit or replace certain fields.
  • In Zoho CRM you can delete only the custom fields.

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