Creating a new company custom field

Admins can create new fields from "Company custom field settings".
This page shows how.

 

Usage

Admin privileges are required to use this feature.

 

Steps

  1. Click “Admin settings” → “Company custom field settings”.

     
  2. The “Company custom field settings: List” screen will appear.
    Click the “Add new" button.
    *Up to 10 fields can be created.

     
  3. The "Company custom field settings: Add fields” screen will appear.
    Enter a field name.
    *Up to 50 characters

     
  4. Select the data type.
    1. For each company, only one data item can be selected with "List selection (single)".
      Example: Among “Customers” data, you can select only one of “Important”, “General”, “Lost", etc., for one company.
    2. For each company, multiple data items can be selected with "List selection (multiple)".
      Example: Among “Products” data, you can select any or all of "Product A", "Product B", "Product C", etc., for one company.
  5. Enter the selections and click the "Add" button.
    Click "×" to remove a selection.
    *Up to 50 choices
    *Up to 255 characters
    *Drag and drop to change the display order
  6. Click the “Save" button.

 

Notes

  • Company custom fields created will be shared with all users.
  • All users can freely update data for companies.

 

Related information

 

 

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