| ... | ... | @@ -129,6 +129,9 @@ Vtiger CRM offers a wide variety of choices in creating custom fields to meet yo |
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**8.** Click Save
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* **Rearranging Fields**
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Vtiger CRM gives you the flexibility to rearrange the fields according to your business requirements. Click on the desired field and drag it on to any selected location in and across blocks.
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| ... | ... | @@ -141,6 +144,10 @@ Follow a few simple steps to reorganize fields. |
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**3.** After rearranging fields, click Save Layout button
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* **Editing Field Properties**
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This feature helps you to configure basic preferences of fields in Vtiger CRM. You can also enable/disable fields across Modules, Quick Create, Key Field View and Mass Edit.
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| ... | ... | @@ -151,6 +158,8 @@ Follow a few simple steps to edit field properties. |
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**2.** It brings up a pop-up that has a set of options that can be configured on selected module.
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| Field Property | Functionality |
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| -------- | -------- |
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| Default Value | To set a default value for the field |
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| ... | ... | @@ -175,12 +184,15 @@ Mandatory fields are fields that you should fill in. You cannot create or import |
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Here’s how to make desired fields mandatory
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**1.** Click on Edit icon beside the field
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**1.** Click on Edit icon beside the field.
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**2.** In the Edit pop-up, enable the Mandatory Field checkbox.
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**3.** Click Save button to save the changes.
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Alternatively, you can also click Mandatory next to your desired field to enable/disable the field.
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To make any field NON-MANDATORY, follow the same procedure, disable the checkbox against Mandatory Field to make it non-mandatory.
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| ... | ... | @@ -211,6 +223,8 @@ Follow few simple steps to delete custom fields and custom blocks. |
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Note! Default fields can’t be deleted but can be hidden from the view. The
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custom fields can either be deleted or hidden from the view.
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* **Hiding Fields**
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This feature enables you to hide fields so that they are invisible to your users. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.
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| ... | ... | @@ -225,12 +239,16 @@ Follow a few simple steps to hide fields. |
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**4.** Click Save to update changes.
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Note!
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1. You can hide both custom and default fields. The mandatory fields cannot
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be hidden.
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2. Admins are warned when they try to mark a hide the field used in existing
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workflow, lists, mailroom action, webforms, etc.
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* **Relationships**
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Relationships help you to link two different modules and relate records between them.
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| ... | ... | @@ -251,4 +269,3 @@ Control any actions on records and reduce clutter using Closed states. |
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