Advanced and Custom Fields

Summary Fields: How is Related Data Aggregated?

Summary fields provide a quick view of key information in a record's summary. You can adjust the visibility of custom or system fields but required fields cannot be hidden.

1. Default Profile & Summary Fields:

Module	Summary Fields	Profile Fields
Deal	Sales Owner	Deal value
	Product Quantity	Title
	Pipeline	Primary contact
	Stage	Company
	Won Reason	Status
	Lost reason
	Deal Closed On
Contact	Email	First Name
	Phone	Last Name
	Sales owner	Designation
		Company
		Profile
		LinkedIn
		Facebook
Company	Sales owner	Name
		Website
Product	Sales owner	Name
	Product code
	Unit price
	Category

2. Ensure the above fields are displayed in both the Summary and Add Form.

3. Add or remove custom or system fields as needed.

4. Do not remove or hide required fields.

Dependable Fields: Setting Up Dynamic Field Logic

Dependable fields are interconnected fields where the value of one field determines the options available in another. This feature helps maintain data accuracy and relevance.

1. Dependable Fields:

Module	Dependable Fields
Deal	Pipeline, Stage, Won reason, Lost reason, Deal closed on
	Expected close date, Forecast category
Contact	Lifecycle stage, Status, Lost reason
	Subscription status, Subscription types, Unsubscribe reason, Other unsubscribe reasons

Dependable fields can be configured in the Data Fields setup page by defining parent-child relationships.

2. Adjusting the first field in a dependable group applies to all fields.

Checking Add View or Required for one field applies it to all dependable fields.

Custom Fields: Tailoring Data to Your Business Needs

Custom fields allow you to tailor the system to their specific needs by creating up to 10 custom fields for each field type. You can easily create, edit, or delete custom fields, providing flexibility in how data is organized and captured.

Follow the below steps to customize the fields,

1. Navigate to the Admin Settings.

2. Select your desired module under the Modules & Fields section.

3. Click on + Custom Field and specify the field name and type.

4. Check Add View to display the field on the contact creation form, and check Required to make it mandatory for users to fill in.

5. Click Add to create the custom field.

Types of Custom Fields and Their Limitations:

Types of Fields	Description	Max Character Limits
Text	A field for entering a single line of text.	Maximum of 255 characters
Large Text	A field for entering multiple lines of text	Maximum of 32,000 characters
Single Number	A field for entering a numerical value	Maximum of 16 digits
Dropdown	A field for selecting one option from a set of options	Maximum of 10 options
Multi-select	A field for selecting more than one option from a set of options	Maximum of 10 options
Monetary	A field for entering a numerical value with a currency symbol	Maximum of 16 digits, including decimal places
Email	A field for entering an email address	Maximum of 320 characters
Phone	A field for entering a phone number prefixed with a country code	Minimum of 5 and maximum of 17 characters
Address	A field for storing the full address	No character limit specified
Date	A field for entering a specific date in the format DD MM YYYY	Format: DD MM YYYY
Date Range	A field for entering a date range in the format DD MM YYYY to DD MM YYYY	Format: DD MM YYYY to DD MM YYYY
Time	A field for entering a specific time in the format HH:MM	Format: HH:MM
Time Range	A field for entering a time range in the format HH:MM to HH:MM	Format: HH:MM to HH:MM
Date and Time Range	A field for entering a date and time range in the format DD MM YYYY HH:MM	Format: DD MM YYYY HH:MM
Contact	A field for entering existing contacts from the account, with navigation to the item entered	No character limit specified
Owner	A field for entering other users into the account	No character limit specified

Data Standardization: Phone Number Formatting Rules

To ensure consistent data management and accurate communication, it's important to follow specific phone number formatting rules in the CRM system. These rules standardize entries, prevent errors, and support seamless integration across platforms.

The table below outlines the special characters used in phone numbers:

Character	Usage	Example
Parentheses ( )	Enclose area codes	US: (123) 456-7890, Brazil: +55 (11) 98765 4321
Hyphens (-)	Separate parts of the number (area code, exchange code)	UK: +44 20 7946 0958, Germany: +49 170-1234567
Spaces	Separate parts for readability	France: +33 1 70 18 99 00, Australia: +61 2 9876 5432
Pluses (+)	Indicate international dialing prefix	India: +91 123 456 7890, Australia: +61 2 9876 5432