Add a Custom Field

To add a Custom Field:

1. Navigate to Control Panel → Custom Fields
2. Click Add Custom Field
3. Select the field type that you require from the list (if you select ‘Drop Down’ or ‘Multi-Select Drop Down’, enter the options that the user can choose from in the text boxes)
4. Click Continue
5. Select whether the Custom Field is applicable to the Account or Contact ( Note - In the case of an Individual Account both Account and Contact fields will be available )
6. Name your Custom Field
7. Add a field description to help your Users understand what the field is for
8. If you want only certain User Roles to be able to view this field then select Restrict this field to only be accessible by certain roles , then select the applicable User Roles
9. If you require this field to be completed for every Account or Contact then select Make this field required . Note - Users will not be able to save the Account or Contact during its next edit without completing this Custom Field, so please ensure that it is applicable to all Accounts or Contacts
10. Click Save

Your Custom Field will now appear in either the Account or Contact.

Edit a Custom Field

To edit a Custom Field:

1. Return to: Control Panel → Custom Fields
2. Find the field you wish to edit and click Edit Field
3. Change the Field Name, Field Description, whether it’s required and the User Roles that can view it. This view is also convenient to see the options in any drop down or multi-select drop down lists.
4. If the field type is ‘Drop Down’ or ‘Multi-Select Drop Down’, you can click ‘Edit Type’ to change the list content
5. Click Save

Delete a Custom Field

1. Return to: Control Panel → Custom Fields
2. Click Delete next to the field you wish to remove