{"id":139,"date":"2016-12-13T15:53:30","date_gmt":"2016-12-13T14:53:30","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/admin-guide\/customization\/fields\/"},"modified":"2019-04-01T09:02:31","modified_gmt":"2019-04-01T08:02:31","slug":"fields","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/customization\/fields\/","title":{"rendered":"Fields"},"content":{"rendered":"<section class=\"fw-main-row \">\n<div class=\"fw-container\">\n<div class=\"fw-row\">\n<div class=\"fw-col-xs-12\">\n<p>In order to have an environment that suits your specific needs, Cirrus Shield allows you to modify, delete or create fields.\u00a0Each object has several fields, which correspond to the columns of an Excel file.<\/p>\n<p>For example, the Lead objects contains fields with information describing the potential clients of your company, such as their name, position, phone numbers, status and the companies they work for.<\/p>\n<p><strong><span style=\"color: #ff8a00\">There are two types of fields in Cirrus Shield :<\/span><\/strong><\/p>\n<ul>\n<li><em><strong>Standard<\/strong><\/em>\u00a0fields are included in Cirrus Shield CRM and can&#8217;t be deleted.<\/li>\n<li><em><strong>Custom <\/strong><\/em>fields\u00a0are created to meet your company&#8217;s specific business needs.<\/li>\n<\/ul>\n<p>The administrator system can modify standard and custom fields or create new custom fields that meet your unique business requirements.<\/p>\n<p><span style=\"color: #ff8a00\"><strong>How can you:<\/strong><\/span><\/p>\n<p style=\"padding-left: 30px\"><span style=\"color: #008000\">1.\u00a0<a style=\"color: #008000\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/edit-standard-fields\/\">Edit Standard Fields<\/a><\/span><\/p>\n<p style=\"padding-left: 30px\"><span style=\"color: #008000\">2.\u00a0<a style=\"color: #008000\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/removeedit-custom-fields\/\">Remove or Edit Custom Fields<\/a><\/span><\/p>\n<p style=\"padding-left: 30px\"><span style=\"color: #008000\">3.\u00a0<\/span><span style=\"color: #008000\"><a style=\"color: #008000\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/mark-a-field-as-required\/\">Mark a Field as Required<\/a>, Unique or External Id<\/span><\/p>\n<p style=\"padding-left: 30px\"><span style=\"color: #008000\">4.\u00a0<a style=\"color: #008000\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/addrename-pick-list-values\/\">Add or Rename Pick-list Values<\/a><\/span><\/p>\n<p style=\"padding-left: 30px\"><span style=\"color: #008000\">5.\u00a0<a style=\"color: #008000\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/create-a-lookup-field\/\">Create Lookup Field<\/a><\/span><\/p>\n<p style=\"padding-left: 30px\"><a href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/create-roll-up-summary-field\/\"><span style=\"color: #008000\">6. Create Roll-up Summary Field<\/span><\/a><\/p>\n<p><span style=\"color: #339966\"><a style=\"color: #339966\" href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/icon-value-field\/\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<span style=\"color: #008000\"> 7. Crate Icon value Field<\/span><\/a><br \/><\/span><\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<a href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/create-multi-relationship-field\/\"><span style=\"color: #008000\"> 8. Create Multi-Relationship Field<\/span><\/a><\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <a href=\"https:\/\/help.cirrus-shield.com\/docs\/fields\/create-formula-field\/\"><span style=\"color: #008000\">9. Create Formula Field<\/span><\/a><\/p>\n<\/div>\n<\/div><\/div>\n<\/section>\n<p><!-- 7e0e7e670d0cd29a7d6254d9e421b180 --><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":135,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-139","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=139"}],"version-history":[{"count":14,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/139\/revisions"}],"predecessor-version":[{"id":1936,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/139\/revisions\/1936"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/135"}],"next":[{"title":"Buttons","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/customization\/buttons\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/140"}],"prev":[{"title":"Objects","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/customization\/objects\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/138"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=139"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}