Custom Field Overview

Store all of the phones that are needed that are associated with an address.

• Regarding (e.g., Account Name): This will change based on the module you access the information from (e.g., Account Name, Project Name, User Name, etc.) 
• Category: The category you are assigning to this custom field.
• Description: The description for this custom field (e.g., My Secret CRM Information)
• Icon Name: When used externally for the digital business card mode, this is the icon name used.
• Icon URL: When used externally for the digital business card mode, this is the icon URL used.
• Start Date: This is the start date this information should become available. 
  • Note: If this information is blank, there is no start date.
• End Date: This is the date this information should no longer be available.
  • Note: If this information is blank, there is no end date.
• Display Order: This is the order in which the custom field is displayed publicly as well as within the grid. The lower the number, the closer to the top it shows.
• Notes: Any notes that you have related to the custom field.
• Active: Is this custom field active to be displayed or used within the system.
• Display Publicly: Should this custom field be shown publicly if you use that functionality in the system.
• Display On Grid: Should this custom field be displayed on the primary module grid for searching.
• Is Private: Is the information private and shouldn't be shared to regular users. This information is also double encrypted for added security.