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Frequently Asked Questions aero-right Customization aero-right What is the Fields Dashboard?

What is the Fields Dashboard?

Customization Updated on October 12, 2017

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

new-custom-field

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