Custom Fields

Use custom fields to add additional information, including comments, to records, and to help filter records when you search. Many fields exist to track information about records, but you add custom fields that are unique to your organization to store other details.

Under Custom fields on a record, you can add, view, and edit custom details, or remove this information if it's no longer need.

When you add a custom field, you select a field type. The field type needs to be set up before you add the custom field to the record. To learn how to add a new custom field type, see Manage Custom Field Types. If you want to set up options to select from for the custom field type, set up a table first and then when you create the custom field type, select "Table" for the Input type.

To add a custom field, select Add. Choose the field name, value, and date, then select Save. To add more, select Add another custom field.

Tip: When you select the custom field on a record, a Comments field always displays beside it to track additional details.

To edit the value of a custom field, select Edit. Specify its new value, then select Save.

After you add a custom field, you can delete it if necessary. When editing, next to the custom field, select Delete .