System Fields

Basic iEnterprise CRM installation includes system fields.  Some are mandatory and used by the application's different functions.  Some are placeholders that the company may remove/add to the forms as they see fit.

How to Add System Field

1.  From any module, click Customize Module button from the List or inside a record.

2.  Click on any insert field "+" icon. Drop-down list displays.

3.  Select a field.  System fields that are not on the form are listed here.

4.  Click Submit.  Field is inserted on the top of the form.

5.  The fields can be re-positioned and organized by drag and drop to desired position on the form.

6.  Below are additional properties that can be set by checking the checkbox:

a.  Required - this will make the field mandatory for value.

b.  Read only - this is usually used for computation or default values.

c.  Sortable - this field can be used for sorting on the lists.

d.  Multi-value - this field allows more than 1 selection (for Keyword system field)

e.  Add to Quick Create - this field is available on the Quick Add Form for associated objects.

7.  Click Save.  Changes are saved but users do not see it on the form yet.

8.  Click Apply Changes.  Changes will be reflected on the form and published to all users.