Zoho CRM Video Tip: Custom Fields in Zoho CRM
In Zoho CRM, you can add new fields as per your needs. These fields will be available to all the users added to your organization’s CRM account and they can make changes to it as per the access given to them.
Types of Custom Fields
- Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but not all fields can be changed from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example, Last Name in Leads, Subject in Tasks etc.
- Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only.
To edit the Custom Fields according to your business requirements please follow the steps below:
- Log in to Zoho CRM with Administrator’s privilege.
- Click Setup > Customization > Modules and Fields.
- Select the Module from the drop-down list.
- In the List of Modules page, click New Custom Field.
- In the New Custom Field page, do the following:
- In the Select Field Type section, select the data type.
- In the Provide Field Details section, specify the custom field details.
- Click Save.
For visual elaboration and step by step instructions, you can go see the video above.
