1. Custom Fields 
   
2. Custom Field Limits 
   
3. Add Custom Fields 
   
4. Edit Custom Fields 
   
5. Delete Custom Fields 
   
6. Create Currency Fields 
   
7. Add Pick List Values 
   
8. Add Multi-Select Pick List Values 
   
9. Create Lookup Field 
   
10. Create Auto Number Field 
    
11. Map Dependency Fields 
    

Custom Fields

1. Label: Specify a name for the field.
   
2. Section Name: Choose a section under which the field should be listed. Whenever required, you can change the placement of the field in any other section.
   

Other specifications required for each type of field:

Custom Field Limits

Add Custom Fields

To add custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. In the App Details page, click Modules in the left pane.
   
4. In the Modules page, click the name of the module in which you want to add the custom field.
   
5. Drag-and-drop the required field type from the New Fields panel and enter a label for the field.
   
6. Click Save Layout.
   

Note

1. The Also create for Accounts, Contacts, Potentials option will be available only while creating fields for Leads.
   
2. The Also create for Sales Orders, Invoices option will be available only while creating fields for Quotes.
   
3. Once the field is created, you cannot change the 'data type' of the field. For example, an Integer (digits) field cannot be changed into a Currency field.
   
4. You can edit the custom fields to change the length of the following types of fields. - Currency, Text, Number (Integer), Decimal, Phone, Long Integer and URL.
   
5. You cannot add custom fields in the Log a Call page. However, you can customize the existing fields using page layout customization.
   

Edit Custom Fields

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application that contains the field to be edited.
   
3. Click Customize in the left pane and select Fields tab at the top of the page.
   
4. Select the module from the drop-down list.
   All the existing fields in the selected module will be listed.
5. Click the [Edit icon] for the corresponding field that you want to edit.
   

Note

You can edit only the custom modules created by you not the default modules. However you can edit a standard field if it is a Picklist field. You can add new Picklist values to such fields

Delete Custom Fields

To delete custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application that contains the field to be deleted.
   
3. Click Customize in the left pane and select Fields tab at the top of the page.
   
4. Select the module from the drop-down list.
   All the existing fields in the selected module will be listed.
5. Click the  [Delete icon] for the corresponding field that you want to delete.
   
6. Make sure to read the instructions in the pop-up box and then click Yes, Delete now to delete the field.
   

Note

1. You can delete only the custom modules created by you not the default modules. However you can delete a standard field if it is a Picklist field.
   

Create Currency Fields

The currency field allows you to define the decimal and the precision settings based on your selected currency locale. There are four rounding options available for a currency field in Zoho Developer:

Currency custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions.
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. In the App Details page, click Modules in the left pane.
   
4. In the Modules page, click the name of the module in which you want to add the currency field.
   
5. Drag-and-drop the Currency field from the New Fields panel and enter a label for the field.
   
6. In the Currency Properties pop-up, do the following:
   
1. Enter a name in the Field Label field.
   
2. In the Maximum digits allowed field, type the desired length of the total number of digits.
   
3. In the Number of decimal places, type the number of decimal places you require.
   
4. Select the Rounding option from the drop-down list.
   
5. Specify the rounding precision in the Precision field.
   
6. Click Done. 
   
   
   
   
7. Click Save Layout.
   

Add Pick List Values

To add or modify pick list values

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. In the App Details page, click Modules in the left pane.
   
4. In the Modules page, click the name of the module in which you want to add the pick list field.
   
5. Drag-and-drop the Pick List field from the New Fields panel and enter a label for the field.
   
6. In the Pick List Properties pop-up, you can do the following:
   
1. Enter a name in the Field Label text field.
   
2. Add the values for the pick list in the Pick List Option section. Click  to add values and  to remove values.
   
3. Select a value from Select default value dropdown to set a default value for the pick list.
   
4. Click Done. 
   
   
   
   
7. Click Save Layout.
   

Add Multi-Select Pick List Values

To add multi-select pick list values

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. Click Customize in the left pane and select Fields tab at the top of the page.
   
4. Select the module from the drop-down list and click New Custom Field.
   
5. In the [Module]: Create Custom Field page, select Multi-select Pick List from the field type list.
   
6. In the Field Details section, do the following:
   
1. Enter a name in the Label field.
   
2. Select the Section Name from the drop down list where the field should be displayed. 
   
   
   
3. Specify the pick list values.
   
4. Select the checkbox to use first value as default value. 
   
5. Click Save.
   

Create Lookup Field

Examples of Parent-Child Relationship:

1. Parent Account - Member Accounts (Doing business with Head Quarter Company and multiple divisions within the company)
   
2. Contact - Member Contacts
   
3. Case - Sub Case
   
4. Potential - Part Payment
   
5. Product - Part Products
   
6. Solution - Related Solutions
   

To create lookup field

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. Click Customize in the left pane and select Fields tab at the top of the page.
   
4. Select the module from the drop-down list and click New Custom Field.
   
5. In [Module]: Create Custom Field page, select Lookup from the Field Type list.
   
6. In the Field Details section, do the following:
   
7. Enter a name for the lookup field in the Label text box. (Eg. Interested Products. This field will be available while creating a lead.) 
   
   
   
8. Select the Section Name from the drop-down list where the field should be displayed. (Eg. LeadInformation)
   
9. Select a module from the Lookup Type drop-down. In the field, data from the module selected here, will be listed. (Eg. Products. The lookup field will list all the products)
   
10. Enter the Related List Label. (Eg. Interested Leads. A related list will be created for the records in the Products module.)
    
11. Click Save.
    

Create Auto Number Field

To create auto number fields

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. Click Customize in the left pane and select Fields tab at the top of the page.
   
4. Select the module from the drop-down list and click New Custom Field.
   
5. In [Module]: Create Custom Field page, select Auto Number from the Field Type list.
   
6. In the Field Details section, do the following:
   
1. Enter a name in the Label field. 
   
   
   
2. Select the Section Name from the drop-down list where the field should be displayed.
   
3. Select the Lookup Type i.e. the data that should be listed in the lookup.
   
4. Enter the Prefix, Starting Number and the Suffix for the auto number value.
   
7. Click Save.
   

 Image Upload Fields

Packaged Components Behaviour for Image Upload Fields: