Add a Custom Field <Video>

This lesson explains how to navigate to the setup area, as a system administrator, to add a new field

Navigate to the appropriate location in system setup to add a field for an Object

Navigate to the appropriate location in system setup to add a field for an Object

1. Click on your name in the top right of the application

2. Select Setup

Go to one of the following areas to add a field...

Go to one of the following areas to add a field...

Upper left - Accounts

Lower left  - Contacts

Right - Activities

...Custom Objects ~ Like Matters

...Custom Objects ~ Like Matters

IF you are creating a new custom field for other objects, after you click the Objects link, you will need to select the object you wish to add the field to

IF you are creating a new custom field for other objects, after you click the Objects link, you will need to select the object you wish to add the field to

Click the name of the object in the list

Click on Custom Fields and Relationships

Now that you have navigated to the object where you wish to add the field, click New Field

Now that you have navigated to the object where you wish to add the field, click New Field

Select the Type of field and click NEXT

Select the Type of field and click NEXT

Name the field and click Next

Name the field and click Next

Set the security on the field

Set the security on the field

1. Select the Visible checkbox to make the field visible to all users.

2. Click Next

Ensure the new field is placed on your Page Layout (form)

Ensure the new field is placed on your Page Layout (form)

Lesson Video ~ Add a Custom Field (To A Matter)