Form Fields

In addition to the system fields included in a basic iEnterprise CRM installation, the administrator has the option to add user-defined fields up to 30 for each type: text, number, keywords.

For the purposes of this documentation, we will use Accounts as the example module.

How to Add New 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.  Click New Field then select a Field type. Field types are: Text, Numeric, Date, Keyword.

4.  New Field dialog box opens.

System Name and Field type are fixed on selection

a.  For Field type = Text,

Type string on Field label

Type Length. Default length for single text field is 200.

Type Default value, if needed.

Click Is URL checkbox, if needed.  This can be used to add a link to a personal or preferred site even not on Accounts.

b.  For Field type = Multi-line Text,

Type string on Field label

Type Default value, if needed.

c.  For Field type = Numeric,

Type string on Field label

On the Decimal Places dropdown, select a number.

Click Currency checkbox, if needed.  Symbol will be displayed.

Click Comma Separator, if needed.

Type Default value, if needed.

d.  For Field type = Date,

Type string on Field label

e.  For Field type = Time,

Type string on Field label

5.  For each of these field types, 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.  Add to Quick Create - this field is available on the Quick Add Form for associated objects.

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

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

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

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