The system has a limit or restriction in creating custom fields.
An account can contain:
- forty (40) text fields,
- five (5) integer fields,
- five (5) date fields,
- five (5) decimal fields and,
- five (5) long text fields
Data types or field types are categorized as follows:
- Checkbox: Allows users to select a True (checked) or False (unchecked) value.
- Email: Allows users to enter an email address, which is validated to ensure proper format. If this field is specified for a contact or lead, users can choose the address when clicking Send an Email. Note that custom email addresses cannot be used for mass emails.
- Phone: Allows users to enter any phone number. Automatically formats it as a phone number.
- Text: Allows users to enter any combination of letters and numbers.
- Textarea: Allows users to enter up to 255 characters on separate lines.
- Select: Allows users to select a value from a list you define. If there are no default value selected, the texts Select One will appear on agent page.
- API Lookup: Allows users to select a value from an external source.
- Number: Allows users to enter any number. Leading zeros are removed.
- Date: Allows users to enter a date or pick a date from a popup calendar.
- Datetime: Allows users to enter a date and time, or pick a date from a popup calendar. When users click a date in the popup, that date and the current time are entered into the Date/Time field.
- Currency: Allows users to enter any currency. Leading zeros are removed.
Long text fields
- Textarea (Long): Allows users to enter up to 131,072 characters on separate lines.
- Multi-Select: Allows users to select multiple values from a list you define.
NOTE: Once the maximum number is field number for each category is reached. The system will give out an error when trying to do add a new one.
Checkbox, Email, Phone, Select, Select Long, text, textarea, Api lookup, Api processing, State field types are using field numbers from 1-40. Among which 1-10 are searchable IDs.
Date and DateTime field types are using 1-85, and 81-82 are searchable IDs.
Currency field type is using 91-95, 91-92 are searchable.
Number field type is using 41-45, 41-42 are searchable.
Multi-Select, Textarea (Long) are using 101-105, None are searchable.