How do I create a custom field?

How do I create a custom field?

  1. From the Navigation toolbar, go to Settings.
  2.   Click Custom Fields under Customization.
  3. Click on Add New and choose Contact Field or Account Field.
  4. Select a Field Type. For example, select Integer if you want to have numerical data. Scroll through the list and select the one that's most appropriate.
  5. Display label is going to be the name of the field. For example you can put in 'Phone number' as the display label if you are creating the custom field for this.
  6. Depending on the field you pick, you have to enter the field length or other details.
  7. Click Add and a custom field will be created.

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