Types of Custom Fields

  • Text or text area. In the Text type, you have one line for input, in the Text area—several lines.
  • Whole Number or Decimal Number—a field for entering numbers. For example, enter the number of goods, days etc. The number can be positive, negative.
  • Price—a field for entering the price. For example, the cost of service. When filling this field, the currency specified in the portal settings will be automatically set.
  • Date or date and time—the fields for entering the date and time. For example, you can specify the date and time of delivery.
  • Dropdown —the type of field to create multiple options for selection. After entering the data, change the sequence of the options if necessary.
  • Checkboxes—similar to the dropdown select. The difference is that you can choose several options at once:
  • File—you can upload any document to the system or attach it from Google Drive.
  • User—a field for selecting a user from the system. For example, you can specify a user to whom you need to provide a report about the completed work.
  • Yes/no—you can use this field, for example, as confirmation of sending reports to the client.
  • CRM Account or separately contact and organization—fields for choosing an account from CRM. If you only work with contacts, you can select the CRM Contact type.
  • Link to record list. A reference to a record (item) of an existing user list.
  • Project—allows linking any object of the system to an existing project in the system.
  • Auto increment—a field for automatically assigning a number to the created records or objects of the system (opportunity, projects, CRM accounts). In the settings of this field, you can specify a prefix and the starting number.

Find out more: How to create a custom list

After creating the fields, you can sort them in the order in which you want them to be displayed in the accounts, opportunities, projects, etc.