Adding user fields

Adding user fields

To add a new user field, follow the steps below:

1. Enter your portal using your login details.
2. Click the CRM link on the start page.
3. Click the Settings option at the left-side panel, then choose the Other settings section and click the User Fields item.
4. Open one of the available user field lists by clicking Both Person & Company, Just for Person, Just for Company, Opportunities, or Cases depending on the section you want to add a new field to.
5. Click the New Field button.
6. A window will open with the form you need to fill out: enter a name for the new field in the Title area and select a field type in the Type drop-down list: Text, Text area, Select Box (i.e., a drop-down list), Checkbox, Title (under which multiple user fields will be grouped), or Date (which includes a calendar).
   • If you selected Text, you will also need to set the field size by entering the maximum number of characters in the in the Size field.
   • If you selected Text Area, you will also need to set the field size by entering certain numbers in the Lines and Columns areas.
   • If you selected Select Box type, you will also need to set the choices by adding the needed options.
   The user field Title can be edited regardless of how many contacts already have it populated. To do that, click the Settings option, then choose the Other settings section and click the User fields item. Choose the user field that you want to edit, click the icon next to the required user field, and select the Edit Field option. In the opened window, enter the new Title and click the Save changes button.
7. Click the Save button.

The new user field will be added to the corresponding list.

Additional Information

How to delete the added user field?

To delete a user field, open the appropriate user field list by clicking the Both Person & Company, Just for Person, Just for Company, Opportunities, or Cases link. Click the icon next to the needed user field and select the Delete Field option.

Please note that a user field can only be deleted if no contacts, opportunities, or cases have been associated with it. Once a contact, opportunity, or case is created with this field populated, the user field can no longer be deleted.