Creating Custom CRM Fields

Custom CRM fields are fields that you can add to your CRM records to gather information specific to your business needs.

These records include:

task records
phone call records
campaign records
case records
solution records
event records
issue records

To create or modify custom CRM fields:

Go to Customization > Lists, Records, & Fields > CRM Fields.
On the Custom CRM Fields page, each custom field is listed, with columns providing detailed information about the field and which records the field has been applied to.
Choose an option:
- To edit an existing custom CRM field, click the field name in the Description column and then modify the field definition as needed.
- To add a new custom CRM field, click New.
For more information, see Creating a Custom Field.
Complete fields on the Custom CRM Field page as needed, and then click Save.

Note:

Custom CRM fields can be indexed for global search. To include a custom field in global searches, check the Global Search box on its record. You cannot index a custom field for global search if None is selected for any Level for Search/Reporting option on the Access subtab of the custom field record. For more information, see Creating a Custom Field and Including Custom Fields in Global Search.

You can use SuiteCloud Development Framework (SDF) to manage custom CRM fields as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework. You can use the Copy to Account feature to copy an individual custom CRM field to another of your accounts. Each custom CRM field page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account.

Here is an example of a custom CRM field.

When the custom CRM field is included on a form, it could look like the following example.

To create or modify custom CRM fields:

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