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NSC | Create a Custom Field on Other Records

Custom Fields can also be created on other records aside from Transaction, Entity, and CRM records. In this scenario, we will create a Custom Field in the Company Record. To do this, kindly follow the steps below:

  1. Navigate to Customization > Lists, Records, & Fields > Other Records Fields > New
  2. Record Type: Select Company
  3. Label: Enter Name of the Custom Field
  4. Configure the Custom Field as needed
  5. Click Save

If other records needs a Custom Field, users can check the available records in the Record Type dropdown found in step 2.

Do you have some additional questions about Custom Field Application? Let us know by replying to this discussion.

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.

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