Frequently Asked Questions aero-right Fields

What are the default CRM fields?

What is a Default Field? The default fields are the system-loaded fields that are available to all accounts at sign up. Every user of the account will see and have access to these fields unless an admin modifies the account's field set. Also, users with limited profiles may or may not have access to certain fields.   Are all default fields active at signup? Yes.   What if I don't

Fields

What is an image field?

What is a URL field? An image field is an input field that allows users to add a vaild image type file to a record.   What are the valid image types for the CRM? .png .jpg .jpeg .gif .bmp   How is the image loaded? click the area of the image field a local computer or tablet folder will open click the file you wish to upload Can I

Fields

What is a lookup field?

What is a lookup field? A lookup field is any field in which one record type can be referenced to another type of record. Typical cases would be: relating a specific organization to a existing contact relating a new activity to an existing lead relating a support ticket to an existing contact   How do I recognize a lookup field? Method One: Use the Search Button All lookup fields will have a button next

Fields

What is an autonumber field?

What is an autonumber field? Autonumber fields are system-managed fields that used for numbering records automatically as they are created. CRM system automatically numbers records as they are created The autonumber field is hidden during create process The autonumber field appears on detail and edit pages as a read-only field How long can the input of an autonumber field be? All of the default CRM fields can be up to 255 characters.

Fields

What is a long integer field?

What is a long integer field? An long integer field is an input field that allows users to enter in only whole numbers. long inLong integer fields allow larger numbers than a normal integer field.   How long can the input of a long integer field be? All of the default CRM fields will allow the input of up to 18 numbers if they are long integer fields. Custom fields could

Fields

What is a text area field?

What is a text area field? A text area field is an input field that allows users to enter in any combination of letters, numbers or symbols. It allows more input than a normal text field.   How long can the input of a text area field be? All of the default CRM fields will allow the input of up  to 32,000  characters if they are text area fields. Custom

Fields

What is a URL field?

What is a URL field? A URL field is an input field that allows users to enter in any combination of letters, numbers or symbols in a valid URL format.   How long can the input of a URL field be? All of the default CRM fields will allow the input of up  to 255 characters if they are URL fields. Custom fields could be shorter depending on the admin's

Fields

What is a multi-picklist field?

What is a multi-select picklist field? A multi-select picklist field is an input field that allows users to only select more than one value from a given list of choices. The values are either set by the system or by an admin user of the CRM account.   How long can the input of a multi-select picklist field be? Up to 255 characters for the combination of all chosen values.

Fields

What is a picklist field?

What is a picklist field? A picklist field is an input field that allows users to only select one value from a given list of choices. The values are either set by the system or by an admin user of the CRM account.   How long can the input of a picklist field be? Up to 255 characters   What will happen if user attempts to type or copy in

Fields

What is a phone field?

What is a phone field? A phone field is an input field that allows users to enter in phone numbers in any format they choose.   How long can the input of a phone field be? All of the default CRM fields will allow the input of up to 255 characters if they are phone fields. Custom fields could be shorter depending on the admin's setting when creating the field

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