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 all associated data in your records
  • Deactivating a field hides it from your users, but all data is retained – this can be done on Customization > Layouts

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