Fields

Add New Custom Field

To create a custom field, follow the steps below.

  1. Navigate to the Settings area and select the Fields menu.
  2. Select the sub-type. For example, Activities.

  3. On the Activities screen, click on the +Add Field button.

  4. In step 1 of ‘Add Custom Field’ form, select the custom field type from the available options and click on the Next button.

  5. In Step 2, mandatorily add a name for the field. Optionally add description and select whether the field in Optional, Required, or Read-only. Click on the Next button.

  6. In Step 3, add the field validation value by accessing the dropdown options and click on the Create button.

Note

  • Follow the similar steps for other sub-types. i.e., Organizations, Milestones, and others etc.
  • The steps below may vary slightly depending on the type of field chosen.
  • A tooltip is displayed explaining the meaning of the 'Regular Expression' option selected as a Field Validation type which improves clarity by helping users understand the purpose of 'Regular Expression' when configuring custom text fields within a domain.

Edit Custom Field

To edit a custom field, follow the steps below.

  1. Select a custom field by clicking on the checkbox.
  2. Click on the Edit Field button from the top menu bar.
  3. On the Modify Custom Field window, make the necessary edits within the Field Information section.
  4. Click on the Save button.

Activate Custom Field

To activate a custom field, follow the steps below.

  1. Select a custom field by clicking on the checkbox.
  2. Click on the Activate button from the top menu bar.
  3. On the ‘Deactivate’ confirmation popup, click on the ‘Deactivate’ button.

    Deactivate Custom Field

    To deactivate a custom field, follow the steps below.

  4. Select an active custom field by clicking on the checkbox.
  5. Click on the Deactivate button from the top menu bar.
  6. On the ‘Deactivate’ confirmation popup, click on the ‘Deactivate’ button.

Reorder

To reorder the custom field list, follow the steps below.

  1. Click on the Reorder button from the top menu bar.
  2. Place the fields in the desired position using the drag & drop functionality.

Export

To export the custom fields list, click on the Export button and follow the standard steps detailed in the Exporting Contacts section.