How do I create custom fields? - Powered by Kayako Help Desk Software
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Knowledgebase: Opportunities
How do I create custom fields?
Posted by The Team at Mindmatrix on 13 August 2015 07:36 AM
  • Note* Custom fields will allow you to record even more data about your contacts. They can be used in your forms and updated from your CRM.
  • To start, click on Setup > Custom Fields, then choose if you’d like a custom field for Contact, Opportunity, or Product.

 

  • Click on Add New Tab.

  • Give your tab a name to help you organize your fields.
  • Name your tab and click Add.

 

  • Click on Add another form field.

  • Select the Type of field you would like to create. You can select NUMBER, DROPDOWN BOX, TEXTAREA, CHECKBOX, DATETIME, and TEXT.

  • Enter a field display name and give it a unique parser name.

  • If you do not enter a parser name, your contact field will not work.

 

  • Click "Save" on your field, and then Save again on the field page.

 

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