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.

    Access your files securely from anywhere

      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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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 ...
                                                                                                              • Add JumpCloud to Zoho One

                                                                                                                Prerequisites: Roles required in Zoho One to perform this action: Organization Owner Organization Admin Roles required in JumpCloud: Admin Plan dependency in Zoho One: Free plan In Zoho One: Sign in to Zoho One, then click Admin Panel in the left ...
                                                                                                              • 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 ...
                                                                                                              • Add BambooHR to Zoho One

                                                                                                                Prerequisites: Roles required in Zoho One to perform this action: Organization Owner Organization Admin Roles required in BambooHR: Admin Plan dependency in Zoho One: Free plan In Zoho One: Sign in to Zoho One, then click Admin Panel in the left ...
                                                                                                              • Add Okta to Zoho One

                                                                                                                Prerequisites: Roles required in Zoho One to perform this action: Organization Owner Organization Admin Custom authentication with Okta Roles required in Okta: Admin Plan required in Zoho One: Free plan Professional plan (if you want to add multiple ...
                                                                                                                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