▼ This feature is available for the Headquarters user access role only
View User account types for more info
A field is a single item of data or information. A field could be a name, contact number or address of a person.
There a 2 types of fields:
- MHub fields
- Personal information
- Sales information
- Work information
- Emergency information
- Opportunity information
- Custom fields
- New fields can be added
All MHub fields cannot be deleted. Requirement and visibility can be adjusted. These fields are reflected in the lead module and/or customer module.
Custom fields can be deleted. Status and requirement can be adjusted. To ensure data integrity, custom field names, types, and options cannot be renamed once saved. Be cautious when adding a custom field, delete and add again only if needed.
Customise or edit a field by:
If the field is required, users will not be able to skip the field when adding a new lead or customer
Show visibility allows the field to be visible throughout the app (exception of sort/filter/column)
Hide visibility removes the field from view throughout the app (exception of sort/filter/column)
This is applicable when adding a new lead/customer and in the lead/customer profile as well.
You can add a new field at the custom fields section (see below for step-by-step)
You can delete any field you have created. Data under that field will be removed as well.
How to add a custom field:
- Click the Settings icon on the side menu bar
- You will already be at the All fields page
- Click the dropdown and scroll down to the Custom fields section
- Click New field button on the right hand side
- Key in all the necessary information and click Apply
What are the field types available:
|Field type||Description||How it looks like|
|Text||Allow users to enter any text||
|Number||Allow users to enter any number||
|Dropdown||Allow users to select one from multiple options||
|Multiselections||Allow users to select multiple options at once||