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ConvergeHub admin users can create custom fields for different modules, such as - Accounts, Leads, Contacts, Deals and Cases etc. You are just required to either click on option in the left panel or click on  button in the upper right corner of the custom field listing page.

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Image AddedSelect the module name for which you want to create the custom field. A drop-down menu will appear for you to choose from.

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Image RemovedSelect the tab under which the field will appear.Image Removed

 

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Image AddedInput the name you want to view in the user interface.

Image AddedSet the field name.

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Image AddedSet the field type like - Radio, Check Box, List, Text field, Text area, and Date field.

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Image AddedInput the name of the fields against a set of options (Radio, Check Box, List).

Image AddedChoose whether you want to publish the custom field

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or not.

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Image AddedSelect the tab under which the field will appear.

Image AddedSet the help menu for the custom field for better understanding of the users.

Image AddedSet a default value for field items.

Image AddedChoose whether you want the custom field to

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be set as mandatory or not.

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Image AddedChoose whether you want the custom field to have

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advanced search or not.

 

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Image AddedYou can choose whether you want

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the custom field to be applicable under the copy functionality or not.

 

 Image RemovedSet the help menu for the custom field for better understanding of the users.

 

Image RemovedSet a default value for field items.

 

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Image AddedEnable to view the custom field in Quick View pop-up or disable it.

Image AddedYou can choose whether you want the custom field to have inline edit option or not.

 

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Image AddedChoose whether you want the custom field to

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have mass update option or not.

 

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Image AddedEnable for ‘Kanban View’ for viewing Custom Field in action drop down of Kanban View

Image AddedShow/Enable custom field in Feed Entry section

Image AddedSave to create the custom field. The newly created custom field will appear under the selected tab of the respective module.