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The Custom Fields panel on the left of this screen allows you to select existing custom fields to view and edit on the Edit Custom Field panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon	Description
Image Modified	Deletes the custom field if not in use (added to an entity or layout)
Image Modified	Adds a new custom field

Edit Custom Field Panel

The information in this panel reflects the currently selected custom field. From here you can change custom field details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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• Name: a name for the custom field (e.g. the data it holds)

• Column Name: the database field name

• Description: additional details that describe what data is contained in the field

• Hint: hint text that will appear in the field to indicate what the user should input

• Required: if enabled the user will be required to populate the custom field in order to add/update the entity that the custom field is attached to

• Default Value: sets a default value in the custom field on the UI when adding an entity which contains the custom field

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Guides

Adding Custom Fields

1. Under the Custom Fields heading on the left click the  icon

2. On the Add Custom Field modal that loads specify the Entity which the custom field will be attached to (an account, account package, etc.)

3. Specify the Field Type (string, date, number, etc.) that the custom field will capture/contain

4. If you wish to provide users with a list of options to select from enable the List checkbox. Note that this list option will be greyed out if the data type only supports specific field values (e.g. a singular date/time or a boolean type which has two set values to select from)

5. If you wish the custom field to be auto-populated by referencing data in the system vs. user input select the Lookup option

6. For custom fields with the 'List' option set you can allow the user to select multiple values in the list by checking the Allow Multiple Selection option

7. Click Add to continue configuring the custom field on the Add Custom Field panel.

8. Click Save when finished configuring the custom field

9. To display the custom field on the entity it was configured on (an account, package, etc.) add the custom field to a layout

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Editing Custom Fields

1. Under the Custom Fields heading on the left click the custom field you wish to edit

2. Under the Edit Custom Field heading on the right modify the custom field details

3. Click Save when you have finished making changes

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Deleting Custom Fields

1. Under the Custom Fields heading on the left select the custom field you wish to delete

2. Under the same Custom Fields heading click the  icon

3. On the confirmation dialog that appears select Yes