Zoho CRM Administration: Types of Custom Fields
In
Zoho CRM, you can add different types of custom fields as per your
requirements. These fields will be available to all the users added to
your organization's CRM account.
- Customize Zoho Defined Fields:
You can edit, delete and hide some of Zoho defined fields, but note
that there are some fields that you cannot delete, remove, rename or
change from mandatory settings. These Zoho defined fields are mandatory
in Zoho CRM. For example, Last Name in Leads, Subject in Tasks etc.
- Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only.
Availability
Permission Required
Users with the Customize Zoho CRM permission in profile can access this feature.
Note
- The maximum number of fields that you can create in each Edition varies. Similarly, there is also a maximum limit for each type of field that you create. See Also Custom Field Limits
- You can rename the custom fields but you cannot change Field Type (eg. Text, Integer, Date, etc.) of the custom fields.For instance, if you create a Text field, you cannot change the same to Integer field.