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How do I create a new field in the CRM?

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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. Log in to the CRM.
  2. Click your display picture on the top right corner of the screen
  3. Click Settings
  4. Select Module Layouts & Fields under Module Management
  5. Pick a module from the Select Module drop-down
  6. Click +Add Field
  7. Enter the following details:
    1. Select Field Type: Type of the field
    2. Label Name: Name of the field
    3. Max characters allowed: Maximum characters allowed in the field value 
    4. Default Value: Value that the field must take when you don't specify a value
    5. 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.
  8. Click Save

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