Custom Objects: Sales Custom Fields

In order to add Custom Fields you must setup a Sales Custom Object first. For more information on creating Standard Custom Objects and Workflow/Pipeline Custom Objects please review the associated articles.

Add a Custom Field

1. Click Settings from the top menu bar
2. Click Customize Fields
3. Click Custom Objects
4. Use the dropdown to navigate to the Sales Custom Object you would like to relate the Custom Field to
5. Find the appropriate category, click Add New Field
6. Enter the Field Name 
7. Choose the Field Type - Based on the chosen field type, additional settings may need to be configured in the pop-up
8. Click Save

Edit Custom Field

1. Click Settings from the top menu bar 
2. Click Customize Fields
3. Click Custom Object 
4. Use the dropdown to navigate to the Sales Custom Object you would like to edit
5. Click on the … Custom Field
6. Click Edit Options
7. Make the necessary changes
8. Click Save

Delete Custom Field

1. Click Settings from the top menu bar 
2. Click Customize Fields
3. Click Custom Object
4. Use the dropdown to navigate to the Sales Custom Object you would like to edit
5. Click on the … Custom Field
6. Click Delete
7. Confirm Delete - this will permanently delete the Custom Field. Please ensure this custom field is not included on any forms, surveys, automations, or other tools in Kizen prior to deleting it

Hide a Custom Field

1. Click Settings from the top menu bar 
2. Click Customize Fields
3. Click Custom Object 
4. Use the dropdown to navigate to the Sales Custom Object you would like to edit 
5. Click on the … Custom Field
6. Click Hide

Reorder Custom Fields 

1. Click Settings from the top menu bar 
2. Click Customize Fields
3. Click Custom Object 
4. Use the dropdown to navigate to the Sales Custom Object you would like to edit 
5. Select the recorder icon
6. Drag and drop the Custom Field to the new location in the Category