Working with Custom Fields

Working with Custom Fields

Working with Custom Fields

  • Custom Fields
  • Custom Field Limits
  • Custom Field Settings
  • Add Custom Fields
  • Edit Custom Fields
  • Set Field Permission
  • Mark a Field as Required
  • Mark a Field as Unique
  • Remove/Delete Custom Fields
  • Map Dependency Fields


In the CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organisation's CRM account.

  • Customise Defined Fields: You can edit, delete and hide some of the defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These defined fields are mandatory in the CRM. For example, Last Name in Leads, Subject in Tasks etc.
  • Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only.
Availability
Permission Required
Users with the Customise the CRM permission in profile can access this feature.

Note
  1. The maximum number of fields that you can create in each Edition varies. Similarly, there is also a maximum limit for each type of field that you create. 
  2. You can rename the custom fields but you cannot change Field Type (eg. Text, Integer, Date, etc.) of the custom fields.
    For instance, if you create a Text field, you cannot change the same to Integer field.

Custom Fields

For almost all of the fields that you create, you need to specify the following:

  • Label: Specify a name for the field.
  • Field Properties: Specify properties of the field such as description, field values and so on.

Other specifications required for each type of field:

Field Type
Other Details
Text
Length: Maximum 255 characters are allowed.
Integer
Length: Maximum 9 digits are allowed.
Decimal
Length: Maximum 16 digits (including decimal places) are allowed.
Percent
Label: Specify the field name
Currency
Length: Maximum 16 digits are allowed. Rounding Option: Specify the rounding option Decimal Places: Specify the number of decimal places Precision: Specify the rounding precision
Date
Format: YYYY/MM/DD Note:Date format will be changed according to user's time zone settings.
Date & Time
Format: YYYY/MM/DD HH:MM Note:Date format will be changed according to user's time zone settings.
Email
Specify a valid email address
Phone
Specify a valid phone number
Pick list
Pick List Values: Specify the pick list values
Multi-select Pick list
Pick List Values: Specify the pick list values
URL
-
Text Area
Specify the Character limit: Small is 2000 characters, Large is 32000 characters.
Text Area Large will not be available while adding criteria in any feature.
Both Text Area Large and Small cannot be used for sorting records in ascending or descending order.
Checkbox
-
Auto Number
Prefix: Specify the prefix of the auto-number sequence Starting Number: Specify the starting number of the sequence Suffix: Specify the suffix of the auto-number sequence Existing Records: Select the checkbox to apply auto-number to existing records.
Lookup
Lookup Type: Select the module for which you like to establish relationship Related List Label: It is the name you give to the entity that will be created under the record's details. For example, Attachments, Contact Roles etc. 
Long Integer
Maximum 18 characters are allowed 

Custom Field Limits

There is a limit to the total number of fields that you can create in you account and also a limit to the type of fields that you create.

Note
  1. Custom fields are not available in the Free edition of the CRM.
  2. Lookup and Formula fields are not available in the Standard Edition of the CRM.

Custom Field Settings

On adding or editing a custom field, you will be able to accomplish a bunch of actions on it. For example, you can edit a field's basic properties, mark it as required, make it a unique field and so on. Following are the various custom field settings that are available in the CRM.

  • Add Custom Fields
  • Edit Custom Fields
  • Set Field Permission
  • Mark a Field as Required
  • Mark a Field as Unique
  • Remove/Delete Custom Fields
  • Map Dependency Fields

Add Custom Fields

In each module, you can add custom fields to capture important data specific to your business requirements by specifying some field-related information.

To create new custom fields

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. From the New Fields Tray on the left, drag and drop the required field type into the desired module section on the right.
  5. Name the field and define the Field Properties as required for the field.
  6. Click Save Layout.
Note
  1. The [Module] Name field of a custom module can be renamed whereas the [Module] Name field of a pre-defined module cannot be renamed.
  2. In the case of the Name field for a custom module, the user can choose between the field types, Text and Auto Number. Once chosen, the default Name field type cannot be changed.

    Also, if the Name field of the custom module is an Auto Number field, the respective module cannot have any other Auto Number field as only one Auto Number field is allowed per custom module.
    Existing custom modules cannot have the Auto Number as the default Name field. So a work-around would be to create a new custom module and choose Auto Number as the Name field type and then import the existing records.
  3. Once the field is created, you cannot change the 'data type' of the field. For example, an Integer (digits) field cannot be changed into a Currency field.
  4. You can edit the custom fields to change the length of the following types of fields. - Currency, Text, Number (Integer), Decimal, Phone, Long Integer and URL.
  5. You cannot add custom fields in the Log a Call page. However, you can customise the existing fields using page layout customisation.
  6. The Also create for Accounts, Contacts, Deals option will be available only while creating fields for Leads.
  7. The Also create for Sales Orders, Invoices option will be available only while creating fields for Quotes.
  8. In the picklist field type, you can choose to enable the history tracking of a particular field. 
  9. In case the picklist field value is translated, you can use the Reference Values to define the custom functions, merge fields, formula fields, and so on.

Edit Custom Fields

To edit custom fields

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Go to the field you want to edit and rename the field or edit the Field Properties.
  5. Click Save Layout.

Set Field Permission

You can set the different field permissions for different users when you create a field or even at a later time.

To set field permission

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Go to the required field, click the Settings icon and select Set Permission. 
  5. In the Set Permission popup, define the permissions for each profile.
  6. Click Save.
  7. Click Save Layout.

Mark a Field as Required

To mark a field as a required field

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Go to the field you wish to edit, click the Settings icon and select Mark as required. 

Mark a Field as Unique

A unique field is that field in a record whose value makes the record unique. Email addresses of people are good examples of unique fields because clearly, two people cannot have the same Email address. It is a very unique attribute. Other examples include Social Security Numbers, Passport Numbers, Product codes and the like. In the CRM, you can mark a field from any module as "Unique". Once marked as "Unique", these fields play a vital role in managing duplicate records in the CRM in various instances including manual creation of records as well as records created via import, APIs, lead/sales order/quote conversion.

To mark a field as unique

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Click the Settings icon on the field that you wish to mark as unique.
  5. Select the Do not allow duplicate values option from the Settings drop-down list.
    This option is applicable if the field that you want to mark as unique is a predefined field.
    Marking the Primary Email field for the Leads/Contacts module as unique will ensure email duplication check for the selected module.

    If the field you wish to mark as unique is a custom field, then select Field Properties from the Settings drop-down list.
    In the Field Properties popup, select the Do not allow duplicate values checkbox.
  6. Click Save Layout.

In the Fields List View page, under the Data Type column, the field for which you have selected the Do not allow duplicate values option will be indicated as a Unique field. For example, Text (Unique).

Note
  1. The Unique Fields feature is available only in the paid editions of the CRM.
  2. Only users who have the Customise the CRM Permission enabled in their profiles will be able to mark a field as unique.
  3. A module in the CRM can have 2 unique fields. Following are exceptions to this condition, as they can have 3 unique fields.
  4. Leads/Contacts/Custom modules (Email address + 2 fields)
  5. Products module (Product Code + 2 fields).
  6. Only Text, Email, Phone, Integer, Long Integer, URL fields can be marked as unique across all modules. The Twitterfield can be marked as unique for the Leads/Contacts module.
  7. The unique fields are NOT case sensitive. That is, if the incoming unique field's value is "ABC" and in the existing record, it is "abc", the CRM will still identify this as a match.
  8. Once a field has been marked as unique, it may take a little while for the CRM to index this change in the database. That is, after marking a field as unique, if you immediately create a record in the module with the same value, the CRM may not recognize the unique field value. It may allow the duplicate to be created, because the change has still not been indexed. In such a case please try after a few minutes.
  9. The Activities module cannot have a unique field.
  10. In the CRM, unique fields are supported for records that are created manually and via imports, APIs and leads/quotes/sales orders conversion.
  11. Unique fields are not supported for records that are created via CRM migration, MS Outlook and Google synchronization, restoration from the Recycle Bin.
  12. Unique fields are not supported for records in the Sheet View.
  13. When you mark a field as unique in the Leads module, you will see an option to enable duplication check for converted leads as well.
    Consider a scenario. You have followed up with and converted a lead called James. Now James is record in the Contacts module. Another sales rep in your team adds the same lead (James), without knowing that the lead has already been followed up with. In that case, there is no need for James to be added as a lead again - it will simply be a duplicate entry.
    In this case, you can stop the creation of the same lead by enabling duplication check for converted leads. Once you have enabled this, whenever a duplicate entry is added in Leads, CRM will check existing leads as well as converted leads for matches. 

    To enable Duplication check for Converted Leads, click the Change Preference link, which appears when you mark a field as unique. In the Duplicate Check Preference popup, select the Check duplicates on converted Leads also checkbox and click Save. You can always change this setting later. 
    You can also enable duplication check from Settings > Setup > Customisation > Modules > Leads. Click the More icon on Leads > Duplicate Check Preference.. 

Remove/Delete Custom Fields

The fields that you have created can be removed, in case you do not need them. When you remove a custom field, it is moved to the Unused Fields section. This means that it is only removed from the layout and not the CRM itself.
To delete the field permanently from the CRM, you must delete it again from the Unused Fields section.

To remove custom fields from the layout

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Click the More icon and select Remove Field.
  5. Make sure to read the instructions in the pop-up box and then click Yes, move to unused fields to remove the field.
    The removed fields are pushed to the Unused Fields section.
Note
  1. When a custom field is moved to the Unused Fields section, it is only removed from the module's layout and not the CRM. As long as the removed field is in the Unused Fields section, you can restore it by dragging and dropping it back in the required section.
  2. Restoring a field from the Unused Fields section restores its associated data as well.
  3. When a removed field is in the Unused Fields section, it is still part of the database. Therefore the total number of fields allowed for your CRM Edition includes the fields in the Unused Fields section.
  4. To delete a custom field permanently from the CRM, you must delete it again from the Unused Fields section.
  5. Once deleted from the Unused Fields section you cannot bring back the custom field and its associated data.
  6. Standard fields that are provided in the CRM by default can be moved to the Unused Fields section but cannot be deleted permanently.

Map Dependency Fields

There are certain fields whose values depend on another field's value. This can be defined as a parent-child relationship. For example, let's say there are two fields - Country and State - in your Leads module. The values in the State field will depend on the country that you select from the Country field. Similarly, the values for the Sub-Department field will depend on the Department field that you select. This kind of relationship is established by mapping dependency fields. You can define which values will appear in the Child field when a certain value is chosen in the Parent field. Note that this is applicable only for pick list fields.

To map field dependencies

  1. Log in to your CRM account with Administrative privileges.
  2. Go to Setup > Customisation > Modules and Fields.
    Module refers to the Leads, Accounts, Contacts, etc. tabs.
  3. Click the desired module to open the layout editor.
  4. Click the Settings icon and select Map Dependency Fields.
  5. In the Map Dependency Fields page for the selected module, click New.
    • Select the Parent Field from the drop-down list.
    • Select the Child Field from the drop-down list.
    • Click Next.
    • Select the values for each parent field value.
    • For example, if the parent field is Branch of Studies, then, select the Courses relevant for the selected branch.
    • Click the Previous or Next links, if required, to map the all the Parent field values to the Child field values.
  6. Click Save.
    Now when you create a new record in the module, the values on the child field differ based on the value chosen for the Parent field.




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