Add your own fields

Your own fields hold what the system does not ask for out of the box: a promo code on a lead, a gate code on an order, a tier on a contact. They work like the built-in ones.

Steps

1. Open the module under Settings (Sales, Quotes for a quote field) and its Fields tab.
2. Press Add a field (on the List tab), or on Detail view drag a type from New field onto a section.
3. Type its Name. The Key is made from it.
4. Pick its Type: Text, Long text, Dropdown, Whole number, Number, Money, Percent, Date, Yes or no, Email, Phone or Web address.
5. For a dropdown, type its options, one per line, under Dropdown options.
6. Add Help text if it helps whoever fills it in, and tick Required if the screens must not save without it.
7. Press Add the field.

Where it shows

• On every record of that module under "Custom fields" (on a page with an overview, the "More details" part), on the new-record form, in the column picker, the filters and the importer.
• On quotes, orders and products: switch on Printed on the PDF and it prints on the PDF and the client's page, as its name and its value in words. A quote's or order's prints under the event, a product's under its line.
• A custom dropdown can group a board: its options become the lanes, and dragging a card sets the field.
• Messages and rules can use it: a message can fill in its value, and a rule can check it ("Tier is VIP").

Good to know

• The type is set once. Every value is checked against it as it is saved: "12" becomes 12, "yes" becomes Yes, "$2,500" becomes 2500, and "lots" in a whole-number field is refused in words.
• Employees, assets, tasks and knowledge articles can have their own fields too, on a "Custom fields" card.
• Deleting your field takes it off every screen. Values already saved stay on the records, out of sight.
• A module can have up to sixty of your own fields.
• Change a field's Name, Help text or options any time; press Save on the field.