Managing Fields - Add Field | Admin Guide - Zoho One

Add field

  1. Sign in to Zoho One , then click Directory in the left navigation menu.
  2. Go to Users, then click Manage Fields.
  3. Click Add Custom Field.
  4. Name the field and choose a field type.
  5. Fill in the maximum character limit and the default value.
  6. If you chose Pick List as the field type, enter at least two input options. To simplify adding multiple options, click Add Options in Bulk and enter one input per line in the text box. Click Add Options after entering all the inputs.
    add-bulk-options-in-picklist-field
  7. Switch on Mandatory if you'd like to make it mandatory for admins to fill in the field when adding users. If you had already added users, this field will be mandated when you edit.
  8. Switch on Contains Health Information (ePHI) if the custom field prompts users to fill in important health information, like their social security number or medical record number. If this option is enabled, the Encrypt option will also be automatically enabled. 
  9. Switch on Encrypt to encrypt user data in the field before storing it. It's a good idea to encrypt fields containing personal, sensitive, or classified data. You can encrypt up to five custom fields.
  10. Note: The data will only be encrypted when it is within our servers. It will be decrypted before being retrieved and displayed.
  11. Switch on Show Tooltip to add a description or example to the field label. Up to two types of tooltips may be available, based on the field type:
    1. Info Icon: This displays the message upon hovering over the  icon next to the label.
    2. Static Text: This displays the message as grayed-out placeholder text in the field.
  12. Click Add.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Managing Fields - Overview

                                                                                        Collecting and maintaining user data is a tricky process. You need to figure out multiple things, such as deciding whether a particular detail is required, optional, or unnecessary during account creation. You also need to decide the kind of ...
                                                                                      • Edit field

                                                                                        Sign in to Zoho One , then click Directory in the left naviomenu. Go to Users, then click Manage Fields. Hover over the required field, then click Edit. Make the required changes. In custom fields, everything except Field Type can be edited. In ...
                                                                                      • Delete field

                                                                                        Sign in to Zoho One , then click Directory in the left navigation menu. Go to Users, then click Manage Fields. Hover over the required field, then click . Click Delete, then click OK. Note: Deleting a field is irreversible. All existing user data ...
                                                                                      • Enable field

                                                                                        Sign in to Zoho One , then click Directory in the left menu. Go to Users, then click Manage Fields. Hover over the required field, then click . Click Enable, then click OK. If the field held user data before being disabled, that data will be ...
                                                                                      • Disable field

                                                                                        Sign in to Zoho One , then click Directory in the left navigation menu. Go to Users, then click Manage Fields. Hover over the required field, then click . Click Disable, then click OK. The field will be marked as Inactive. Existing user data stored ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources