Adding custom fields to the CRM

Each CRM object (accounts, for instance) can receive fields specific to your business: an industry, a revenue figure, a first-contact date… The screen is reserved for Administrators and CRM administrators. Menu: CRM › CRM administration, Custom fields tab (address: /crm/admin/fields).

Choosing the object

The buttons at the top of the page choose the object whose fields you manage.

Creating a field

Fill in New field:

• Code: lowercase letters, digits and underscores, starting with a letter. It is the column header for import and export. It is fixed after creation;
• Type, fixed too:
  • Text;
  • Number: at most four decimal places, and at most 14 digits before the decimal point;
  • Date;
  • List: enter the values one per line, as code=Label (for example industry=Industry);
  • Reference: the field points to a user, an organization or another CRM object;
• a label per language;
• Required, List column (the field is shown as a column in the object's lists) and Filterable (lists can be filtered on this field);
• display Order.

Click Create.

Editing a field

Each field is edited on its card: labels, list values, required, column, filterable, order, active, then Save. A list value label is entered in the interface language; labels in other languages are kept.

Deactivate a field rather than deleting it: its values are kept, and it disappears from forms, lists and filters.

Good to know

• A text filter finds “contains”, ignoring case and accents.
• A reference to a CRM object is only accepted if the person entering it can read the target record.
• Every change to a value is recorded in the record's history, with the old and new value.