Custom Fields (New Web) - Revision history

Ashley DeBon at 07:22, 23 July 2026

2026-07-23T07:22:25Z

2026-07-22T12:45:49Z

2026-07-22T12:43:59Z

2026-07-22T12:39:07Z

‎Manage field options (Select / Radio / Multiple Select)

2026-07-22T12:37:27Z

‎Manage field options (Select / Radio / Multiple Select)

2026-07-22T12:34:58Z

‎Delete a Custom Field

2026-07-22T12:30:05Z

‎Edit a Custom Field

2026-07-22T12:26:43Z

‎Add a Custom Field

2026-07-22T12:25:24Z

‎Custom Fields

2026-07-22T12:12:34Z

‎Custom Fields

← Older revision		Revision as of 07:22, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Custom Fields (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Custom Fields (New Web)]]

	= Custom Fields =		= Custom Fields =

← Older revision		Revision as of 12:45, 22 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Custom Fields]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Custom Fields (New Web)]]

	= Custom Fields =		= Custom Fields =

@@ Line 105: / Line 105: @@
 {| style="border:0;"
-| [[File:AddCustomField.png|250px|thumb|Click the Add Custom Field (plus) icon]]
+| [[File:AddCustomField.png|300px|thumb|Click the Add Custom Field (plus) icon]]
-| [[File:AddCustomFieldView.png|250px|thumb|right|Add Custom Field]]
+| [[File:AddCustomFieldView.png|300px|thumb|right|Add Custom Field]]
 |}
@@ Line 126: / Line 126: @@
 {| style="border:0;"
-| [[File:EditCustomField.png|250px|thumb|Click the Edit (pencil) icon]]
+| [[File:EditCustomField.png|300px|thumb|Click the Edit (pencil) icon]]
-| [[File:EditCustomFieldView.png|250px|thumb|Edit Custom Field]]
+| [[File:EditCustomFieldView.png|300px|thumb|Edit Custom Field]]
 |}
@@ Line 142: / Line 142: @@
 == Delete a Custom Field ==
-[[File:CustomFieldDelete.png|250px|thumb|right|Delete Custom Field]]
+[[File:CustomFieldDelete.png|300px|thumb|right|Delete Custom Field]]
 # Open '''Custom Fields'''.
@@ Line 163: / Line 163: @@
 {| style="border:0;"
-| [[File:CustomFieldOptions.png|250px|thumb|Click the Edit (option) icon]]
+| [[File:CustomFieldOptions.png|300px|thumb|Click the Edit (option) icon]]
-| [[File:CustomFieldOptionsView.png|250px|thumb|Custom Field Options]]
+| [[File:CustomFieldOptionsView.png|300px|thumb|Custom Field Options]]
 |}

← Older revision		Revision as of 12:39, 22 July 2026
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	== Manage field options (Select / Radio / Multiple Select) ==		== Manage field options (Select / Radio / Multiple Select) ==
−	~~[[File:CustomFieldOptions.png\|250px\|thumb\|right\|Custom Field Options]]~~
	<div style="float:right; margin:0 0 1em 1em;">		<div style="float:right; margin:0 0 1em 1em;">

@@ Line 161: / Line 161: @@
 == Manage field options (Select / Radio / Multiple Select) ==
 [[File:CustomFieldOptions.png|250px|thumb|right|Custom Field Options]]
 Use this when users need a list of choices.

@@ Line 123: / Line 123: @@
 == Edit a Custom Field ==
-[[File:EditCustomField.png|250px|thumb|right|Edit Custom Field]]
+<div style="float:right; margin:0 0 1em 1em;">
 # Open '''Custom Fields'''.

@@ Line 101: / Line 101: @@
 == Add a Custom Field ==
 # Open '''Custom Fields'''.
 # Click '''Add Custom Field'''.

@@ Line 5: / Line 5: @@
 Use Custom Fields to add extra data fields to your accounts (contacts), beyond the standard name, address, and phone fields.
 Managers create and manage these fields. Your team then fills them in on account pages, searches, event forms, and reports.
 '''Navigation:''' '''Settings Icon Hover''' &rarr; '''Settings &amp; Customization''' &rarr; '''Custom Fields'''
@@ Line 16: / Line 17: @@
 * Mark fields as required or locked (when your company uses those settings)
 <div style="clear:both;"></div>
 == Permissions ==