Create Custom Fields

Open the setup page.

1. Go to My Account
2. Go to Company
3. Go to Custom Field

You can setup fields for the following objects

• CRM Contacts
• CRM Relations
• Security

Before you start creating fields we suggest you decide which format of field you need to use.

Type of field

• Field Name / API - Set the name that will be used for this field. This reference wil be used also for InvestGlass API calls.
• Field Label - Set the visible name of the field. This field can be different from the field name API.
• Value Set - Use value sets to share values across objects and custom picklist fields.
• Input Type - Set the type of field expected ( text, date, dropdown, radio button etc...)
• Default Value - Enter the value that will be input each time a new record is created.
• Help Information - Will show a round icon with explanations. This helps to understand which information is expected.
• Page LayoutShow in CRM Tab - Set the field layout.
• Show in CRM Category - Set the field layout.
• Show in CRM as Mandatory - Will show a warning flag is field is empty.
• Searchable in Opportunity List View - Make field visible in Opportunity feature.
• Field Level Security & AccessibilityField Security Classification
• Field Usage - Specify the field usage.
• Compliance Categorization - Specify the field categorization such as PII CID GDPR ...

Link field to another object and field

When you wish to link a field to another reference, you can use the Lookup field. From Value list, you can set the link dynamically to another object.