FAQs in this section
How can I rearrange the fields/columns showing up in the related tab of a record?
How can I add a new custom field ?
Can I add a new custom field in Line Item block ?
How do I reorder the related tabs in a module?
How can I hide a field ?
How can I hide a default block ?
What does Collapse Block means ?
What is header and Key field ?
Why can't I make fields inactive [eg: Last Name]?
Can I change a field from text field to a Picklist field ?
Can I change field length ?
What is difference between Picklist field and Multi select combo box field?
Why I need to give length when creating new custom field ?
What is default Value ?
If I setup a default value for a field is it set for all users of my Vtiger account or each user has to set his default value ?
How do I change the fields shown up in the Cards under the Kanban view?
How to enable duplicate prevention of records?
How can I select a variable time in the Time field?
How can I add a co-owner field in a module?
Is there a limit on the number of fields I can add in a module?
What are personal or personally identifying fields?
What are encrypted fields?
How do I create encrypted fields?
The values of some fields are concealed. Users are not able to see them. Why?
How do I provide permission to users to view encrypted field values?
Can I disable encryption on a field?
How many encrypted fields can I create?
What is a picklist?

How do I create personal or personally identifying fields?

Follow these steps to create personal fields:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Module Layouts & Fields under Module Management.
  4. Choose Contacts from the Select Module drop-down.
  5. Click the Detail View Layout tab.
  6. Click the +Add Custom Field button under any block you want to create it in. For example, under Basic Information, Address Details, etc. 
    • You can also create a new block:
      1. Click the +Add Block button.
      2. Enter the block name.
      3. Choose the existing block after which you want to add the new block. 
      4. Click Save.
      5. Click the +Add Custom Field button in the newly created block.
  7. Select the field type. For example, Phone for phone number, Text for name, etc.
  8. Enter the field name under Label Name.
  9. Enter a default value for the field (optional).
  10. Set the field properties:
  • Mandatory Field: Entering a value for the field becomes mandatory.
  • +Quick Create: The field becomes available under Quick Create
  • Key Field View: The field appears in the Key Fields section of a contact’s Summary View.
  • Header View: The field appears in the Header section of a contact’s Summary View.
  • Mass Edit: You can perform a mass edit action on the field.
  • Personally Identifying: The field can be selected to seek consent from contacts. Data in the field must be erased if a contact does not grant consent.
  1. Click Save.
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