This article will show you how to add custom fields to a record in Crelate. Custom fields can be added to any Core Record in Crelate. If you haven't already, consider checking out our Best Practices guide when creating a custom field.
Core Records in Crelate are: Contacts, Companies and Opportunities
Creating a custom field:
To add a custom field to a record, navigate to the Settings area and choose Core Records. Choose the record type you would like to add a custom field to. When you select the record, options for the records of that type will appear in the middle of the screen. Choose the Customize Fields option
The prompt that shows on the screen are all of the fields currently on that record's form. Click the + sign in the top right of the prompt to begin creating a new custom field.
Name your new field, and choose the type of field you would like for it to be. Custom fields can be Text, Numbers (Integers), Numbers (Decimal), Numbers (Money), and many other types!
After naming an choosing the custom field type, click Save Changes to create the custom field. You can now drag the newly created custom field and drop it in the order you would like it to appear on the record. You may also remove non-necessary fields in the same fashion by dragging those over to the 'available fields' section.
Save Changes, and Refresh your screen for the changes to take effect. You now have a new custom field to use on the record!
Deleting a custom field:
You may delete a custom field. NOTE: This will delete all information affiliated with that custom field and the delete data cannot be re-instated.
To delete, you may highlight the desired custom field and select either the red minus icon or arrow to remove the field from the form.
Then, ensuring that the desired custom field is highlighted, select the red minus sign.
Finally, you will be prompted to confirm one final time that you want to delete the custom field.
Take a look at more content on Custom Fields within Crelate!