Working with Custom Fields

System Administrators can create Custom Fields for Opportunities. Active Custom Fields are shown in the Custom Fields Widget or Tile for Opportunities. The default value for a new Custom Field is Active. If you inactivate a Custom Field, values are preserved, but the values are not displayed. All active fields are displayed.

Important:

• You are limited to creating twenty active Custom Fields.
• If you inactivate a Custom Field, the field is not counted against the limit of twenty Custom Fields in the system.
• To delete a Custom Field, it must be inactive and not contain data.
• You can edit a Custom Field, but you cannot change the Field Type. You can, however, change the field name and the Required status.
• Making a custom field Required means that every Opportunity in the system must have a value in the field. This includes all closed and open Opportunities. A user updating an Opportunity without a value for the required Custom Field will be prompted to enter a value for a required Custom Field before saving.

To Add a New Custom Field:

1. Select the Settings Tab.
2. Under Pipeline Management, select Custom Fields.
3. Click . The Add Custom Field form will display.
4. Complete the form:
   1. Name: Enter a unique name for the Custom Field.
   2. Optional: Description - Enter a unique description for the Custom Field.

   3. Field Type: Choose a field Type:

      Field Type cannot be changed after the Custom Field is saved.

      • Currency and enter Maximum amount for the field
      • Text (Multiple Lines) and enter a Character Limit
      • Hyperlink
      • Text and enter a Character Limit
      • Number
      • List and add Items. This option will create a drop-down list.
      • Date
      • List (Multi Select) and Add Items. This option will create a check box list.
      • Company Contact
      • Person Contact

5. Select the Required Field toggle to require the field. The default setting is Not Required.

   A user updating an Opportunity without a value in a Required Custom field will be prompted to enter a value for a required Custom Field.

6. Save the new field.

To Edit an Existing Custom Field:

1. Select the Settings Tab.
2. Under Pipeline Management, select Custom Fields.
3. Find the field you want to edit in the list.
4. Then click on the Editicon in that row of the list. The Edit Custom Field form opens.
5. Modify the fields as appropriate as described above. You CANNOT change the Field Type.
6. Save your changes. Updates are made to ALL Opportunities in the system.

To Delete an Existing Custom Field:

1. Select the Settings Tab.
2. Under Pipeline Management, select Custom Fields.

3. Find the row for the custom field that you want to delete.

   You can only delete Custom Fields without data and Custom Fields that are Inactive.

4. Click the Delete icon in that row. The field will be deleted from the Custom Fields Widget or Tile.