Creating Custom Fields

Snapforce CRM provides the option for you to customize the fields in all system modules. Users with administrator privileges are able to perform this function.

Details

To create a custom field:

1. Login into Snapforce CRM with administrator privileges.

2. On the right under your username Click Setup > Customize  > Module Name (Accounts, Contacts, Leads, etc) Fields.

3. Pick which data type best fits the field you are creating.

4. Type in the customized field name you would like to add where it has Field label.

5. If you wish to make this new field Required, check the Required checkbox.

6. If you wish to make this new field Unique, check the Unique checkbox.

7. Click Save

After filling out the and saving the required information, you can scroll all the way down to the bottom of the page where you will see a list of your custom fields for that module. You can always make adjustments and edit the fields you have created.

Tutorial Video: