How can I add custom fields?
You can add custom fields and capture information specific to your business requirements by following the steps below:- Log in to Zoho CRM with Administrator's privilege.
- Click Setup > Customization > Modules and Fields.
- Select the Module from the drop-down list.
- In the List of Modules page, click New Custom Field.
- In the New Custom Field page, do the following:
- In the Select Field Type section, select the data type.
- In the Provide Field Details section, specify the custom field details.
- Click Save.
Note:
- You cannot customize all the fields but you can edit or replace certain fields.
- In Zoho CRM you can delete only the custom fields.
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