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.
- Click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity>.
- Click the Fields tab.
- Click New.
- Complete the Field properties.
- Click Save.
- If you've created a selection field, the Maintain Lookup Selections screen is displayed and you can create values for the selection list.
- 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.
- To change the position of a value in the list, select the value and use the Up and Down arrows to reposition it.
- Click Save.
- Add the field to the relevant screen. For more information, see Adding a field to a screen.