This article will show you how to create a currency field. Agents can use this field to enter a monetary amount and the number format always has 2 digits after the decimal point.
From the Dashboard, click on CRM and select Lead Layouts & Fields from the drop down.
Click on the Fields Tab
Click on the Add Lead Field button
Click the Radio Button for Currency. Note that this field has a Maximum of 10 digits and 2 decimal places.
Configure the following
- Field Number - Assign a Field Number - 10 fields are searchable in reporting. If the number field needs to be reported on, make it Searchable.
- Field Label - Enter a label to be used on displays, page layouts, reports, and list views.
- Field Name - The Field Name is an internal reference and is used for integration purposes such as custom links, custom s-controls, and the API. Be careful when changing the Field Name as it may affect existing integrations.
- Description - Additional info about the field (Optional)
- Help Text - This text displays on detail and edit pages when users hover over the Info icon next to this field.
- Status - Either show, hide or disable the field.
- Required - Always require a value in this field in order to save a record.
- Default Value - If this is set, the value entered will auto populate the field.
- Min Length - set minimum length if needed
- Max Length - set maximum length if needed.
Click on Add Field Button
After adding the field, Required for Statuses will appear below.
This feature will allow Admin to have a required status or statuses for this field. Agent will not be able to disposition the lead without using the required status or statues of the field.
Select the status and click on the less than button to add the status on the Disposition Statuses this field is required for.
Click on Save Changes to apply the settings.