Note(Eg: Account fields)
No card required
Field: To define the field specification in the module.
Select the group name from the drop-down list.
Enter the caption to the field which you want to create.
Enter the name of the field.
Select the control type. (Text box, phone, email, website or geolocation)
From the drop-down list select the data type.( Text, Number, String, etc.,)
Set the min size and max size to the field.
Enter the default value for the field.
Select the display type from the drop-down list.
Enter a brief explanation about the field in Tooltip text. As it helps the CRM user knows how the field can be used.
Enter the banner text. Banner text is the watermark for giving user the idea what to enter in the field.
Set the expression for the field.(If it is email then it should with @gmail.com or any kind mail address. Similarly it will be for the phone number also where it should have numericals.
Enter the error message if there will be wrong entry of data in the field.
Properties: Here are the different field properties which are applicable.Select the checkbox for properties of the field depending on your requirement.
Format: Set the format of the field.
5. Click Save.