FAQs in this section
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?
What is new in the recent version of Vtiger (V9)?
What has been improved in the recent version of Vtiger (V9)?
What are the new features added in the recent version of Vtiger (V9)?
What features are modified in the recent version of Vtiger (V9)?
Which features are removed in the recent version of Vtiger (V9)?
How is navigation easy in CRM?
How do the design and functionality benefit you?
How do I log in to Vtiger CRM?
How do I navigate the dashboard in Vtiger CRM?
How do I navigate the List View in Vtiger CRM?
How do I navigate the Summary View of a record in Vtiger CRM?
How can I create a new field?
Table of Contents
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:
Note: You can create or modify fields only if you are an Admin user.
Follow these steps to create a custom field:
- Click your display picture on the top right corner of the screen
- Click Settings
- Select Module Layouts & Fields under Module Management
- Pick a module from the Select Module drop-down
- Click +Add Field
- 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.
- Click Save
Note: You can create or modify fields only if you are an Admin user.
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