How to add New / Customize Company Form Fields

How to add New / Customize Company Form Fields

This article covers the steps for creating  custom company form fields as per the use case. System generated default fields are added by default, however to rename existing or adding new custom fields is also possible using below steps. 

Prerequisites

  1. Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: "Update All" and Read access on Company 
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1: Navigate to CRM Settings > Dashboard > Customization > Company Forms Fields
 

Step 2: Click on “Add Field” 



Step 3: Choose the field type as required under list of options given 



Step 4: Click next > fill details I.e., “Display name” & Description 



Step 5: You can choose to toggle on / off with all or either of Filterable / Sortable / Required field options 



Step 6: Click "Submit" 



Step 7: Once the new fields is successfully added it will show under "Other details" 



To Customize "Existing field" display name, click on required field update name & click on "Submit" 






Notes: 
  1. In order to edit system generated field display name, click on required field edit name & click on "Submit"
  2. System generated fields cannot be disabled or kept inactive. Only custom fields added can be deactivated by clicking on Deactivate button

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