How To Add Custom Fields

How To Add Custom Fields


1. Custom fields

Custom fields

2. Click on the Settings icon to add the custom fields.

Click on the Settings icon to add the custom fields.

3. Click on "Custom fields".

Click on 'Custom fields'.

4. Click on "Create custom fields."

Click on 'Create custom fields.'

5. Enter the logical name to the field which reflects the purpose.

Enter the logical name to the field which reflects the purpose.

6. Select Field Type

Select Field Type

7. Select the module under which you want the field to be displayed.

Select the module under which you want the field to be displayed.

8. Module options

Module options

9. You will get the option to create a list after selecting "Pick list" as the field type.

You will get the option to create a list after selecting 'Pick list' as the field type.

10. Enter the list label as per your requirement up to 32 characters.

Enter the list label as per your requirement up to 32 characters.

11. Click on "Add option" to add more options to the list.

Click on 'Add option' to add more options to the list.

12. Enter all the options details.

Enter all the options details.

13. Select this option if you want to mark the field as mandatory.

Select this option if you want to mark the field as mandatory.

14. Select this option if you want to restrict the user from creating duplicate records.

Select this option if you want to restrict the user from creating duplicate records.

15. Select this option to display a tooltip with a message when the user hovers over the field.

Select this option to display a tooltip with a message when the user hovers over the field.

16. Fill "Please give your valuable feedback"

Fill 'Please give your valuable feedback'

17. Click on "Create field" after entering all details.

Click on 'Create field' after entering all details.

18. You will receive this notification after successfully adding the custom field.

You will receive this notification after successfully adding the custom field.

19. Custom field has been added.

Custom field has been added.

20. Click on the chats icon to view the custom field.

Click on the chats icon to view the custom field.

21. Click on "New Contact".

Click on 'New Contact'.

22. The custom field has been  added under the "More actions" module as selected.


23. Field Label

Field Label

24. This is how the Pick list options will look like.

This is how the Pick list options will look like.

25. To view the tool tip, click on this icon.

To view the tool tip, click on this icon.