Introduction #

Organizing data into these categories helps in determining the best methods for storage, management, and analysis.

How to create/edit fields? #

Step-1: Click on Manage Settings > Configure Data Categories.

Step-2: Click on the Category for which user want to either Edit ‘Standard Fields‘ or Create/Edit ‘Custom Fields‘.

Note:- Custom Fields can only be created for three categories, i.e.,

1. Account
2. Opportunities & Deals
3. Budgets & Items

Step-3: User can only Edit the ‘Fields Title‘ for Standard Fields & can Edit ‘Field Title’, ‘Field Type’ for Custom Fields.

1. To edit any Standard Field, click on edit icon against the field. A popup will appear.
   
2. To Create a new Custom Field, click on ‘Create Field(s)‘.
   
   Popup to create/Edit a new field, a popup will appear. Enter Field’s name, Select its datatype & Click on ‘Save’ Button.
   
   

How to make the Fields Required? #

Step-1: Check the Required column against the fields to make the fields required.

Note: Some fields are also there which cannot be set as not required. Those fields are considered as the mandatory fields.