Creating a field

You can create a new field and add it to a screen. For example, to track the overall relationship of a customer to your company, you can add a Relationship field to the Company table.

  1. Click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity>.
  2. Click the Fields tab.
  3. Click New.
  4. Complete the Field properties.
  5. Click Save.
  6. If you've created a selection field, the Maintain Lookup Selections screen is displayed and you can create values for the selection list.
    1. Enter the code and translation for a list value and click Add. The code must be unique and should consist of text rather than numbers.
    2. To change the position of a value in the list, select the value and use the Up and Down arrows to reposition it.
    3. Click Save.
  7. Add the field to the relevant screen. For more information, see Adding a field to a screen.