How do I edit a field?
A field is defined by its title, type, category, description, and possibly a default value or some allowed values. The title is used everywhere to refer to the field in the user interface. Edit Field option allows admin to edit specific type of field for this specific module, these changes will be available to all users of CRM account (if field is active). Please note that: All custom fields can
How do I create a custom field?
Admins can create custom fields. These new fields are available to all users of the CRM. The Fields Dashboard shows all the current fields by module. Select the module for which you need the new custom field. Click on the NEW CUSTOM FIELD button The Create Field page appears There are a variety of custom fields you can create Text Fields This is the most common type of field. Allows
Why can’t some fields be edited?
Some field are predefined in the account and cannot be edited as they refer to certain type of values, For example the allowed characters in a date field Numbers Forward slashes / to separate the day/month/year Periods . to separate the day.month.year Similarly, the allowed characters in a date field? Numbers Forward slashes / to separate the day/month/year Periods . to separate the day.month.year AM PM As these field can
What is the Fields Dashboard?
Fields are the data points of the records that make up your CRM. Fields Dashboard is available under Settings > Customization > Fields. This link redirects to the dashboard which allows a user to view all the fields available for each CRM module. You can create new fields, delete fields or edit fields here. On Fields Dashboard: Users can see and use any active fields Deleting a field also deletes