FAQs in this section
How does the Follow feature work?
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get more storage?
How can I get a tour of Vtiger CRM?
Where can I set up my name, email ID, and phone number?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How many active sessions can I have per login?
Where can I see the version of Vtiger CRM?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?

How can I create a new field?

You can create a new field in any module by going to Settings. Any new field that you create is referred to as a custom field.

Follow these steps to create a custom field:
  1. Click your display picture on the top right corner of the screen
  2. Click Settings
  3. Select Module Layouts & Fields under Module Management
  4. Pick a module from the Select Module drop-down
  5. Click +Add Field
  6. Enter the following details:
    • Select Field Type: Type of the field
    • Label Name: Name of the field
    • Max characters allowed: Maximum characters allowed in the field value¬†
    • Default Value: Value that the field must take when you don't specify a value
    • Enable/Disable field properties: Make the field a mandatory one, make it appear in the Quick Create window, be able to edit it using Mass Edit, etc.
  7. Click Save

Note: You can create or modify fields only if you are an Admin user.
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