custom fields in centrahubcrm

Custom Fields

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field-description

Field Specification of Custom Field

Field: To define the field specification in the module.

setup field properties of custom fields
Group Name

Select the group name from the drop-down list.

Caption

Enter the caption to the field which you want to create.

Name

Enter the name of the field.

Control Type

Select the control type. (Text box, phone, email, website or geolocation)

Data Type

From the drop-down list select the data type.( Text, Number, String, etc.,)

Min size & Max size

Set the min size and max size to the field.

Default value

Enter the default value for the field.

Display Type

Select the display type from the drop-down list.

Tooltip text

Enter a brief explanation about the field in Tooltip text. As it helps the CRM user knows how the field can be used.

Banner text

Enter the banner text. Banner text is the watermark for giving user the idea what to enter in the field.

Regular express

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.

Error message

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.

setup custom field properties in centrahubcrm

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