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Video Tutorial

In this tutorial, you’ll learn how to create custom fields in two different ways. Step 1: Navigate to the account section and select an account. This will take you inside the account details. Step 2: Look for the field section within the account details. Step 3: In the top right corner of the field section, click on the Create Fields button. Step 4: Enter a name for your new field. Then, select the type of field you want to create from the drop-down list. There are many options available, so choose the one that suits your needs best. Step 5: If you’re creating a pick list, enter the values you want to include. Step 6: Click Add to include these values in your pick list. Step 7: Click Save to finalize your new field. It will now be added to your account. The second method to create custom fields is through the Settings option. Step 8: Locate the Settings option at the bottom left of your screen. Step 9: Click on Settings and navigate to the Object Manager. Step 10: Here, you’ll see all fields that have been created and synced with your CSM CRM. To create a new field, click on the appropriate button. Step 11: Fill in the necessary details for your new field and click Save. Step 12: If you need to rename a field, hover over the field you want to change. Step 13: Enter the new name for your field and click Save.

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Delete a field

You can delete a field that someone created in Statisfy. You can’t delete a field from your CRM or a system field.
  1. Go to Settings > Object Manager, and open the object.
  2. Click the trash icon next to the field.
  3. Click Delete to confirm.
The delete removes the field’s value on every record. You can’t undo it. Only admins can delete fields. If other data still uses the field, such as an AI field with value history, Statisfy doesn’t delete it. That’s it! You’ve now learned how to create and manage custom fields.