To complete this procedure; you must have Insert permission for user-defined field setup.
You can create user-defined fields for Contact List entries; Accounts; Campaigns; Client Service cases; and user accounts in the Set Up User-Defined Fields dialog box.
You can set up different lists of user-defined fields for each type of entry. The user-defined field structure can be multi-tiered with multiple levels of user-defined field folders; each of which may contain other folders or user-defined fields. The folder structure allows a maximum of three folder levels.
- In the left navigation pane; click Administration; and select Set Up User-Defined Fields.
- Select the tab for the category of user-defined fields you want to work with.
To Sort UDFs in alphabetical order; click Reset Order.
OR
Select a user-defined field to create the new field at the same level as the selected field.
- Click Add Field; and select the type of user-defined field you want to add.
- In the Name field; type a name for the user-defined field.
User-defined field and folder names cannot contain forward slash or backward slash characters ( / \ ).
If you are adding a formula user-defined field; enter the formula in the Formula field.
- Click Insert Field to add basic or user-defined fields to the formula.
| You cannot insert other formula user-defined fields into the formula box. |
If you are adding a duration user-defined field; select the Calculation method and display Format for the field.
- Select the basic or user-defined date field on which to base the calculation.
- Specify the properties of the user-defined field.
- Click Save.