{"id":215,"date":"2016-12-14T12:40:11","date_gmt":"2016-12-14T11:40:11","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/fields\/removeedit-custom-fields\/"},"modified":"2019-08-28T11:31:45","modified_gmt":"2019-08-28T10:31:45","slug":"removeedit-custom-fields","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/removeedit-custom-fields\/","title":{"rendered":"Remove, Edit and Add Custom Fields"},"content":{"rendered":"
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Cirrus Shield CRM automatically includes in the organization, custom fields designed for each object (Leads, Contact, Company or Events).\u00a0This pre-set fields are present in the organization to reduce the setup time of the administrator system.<\/p>\n

In order to have an environment that corresponds to the specific needs of your company, Cirrus Shield allows you to customize custom fields or create new ones.<\/p>\n

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For example, if you want to rename the custom field “Lead Source” to ‘Origin of the Lead” because this how your organization refers to your leads. Then you can change the field name, and even its data type.<\/span><\/p>\n<\/div>\n<\/div>\n

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To Edit the Name of a Custom field (Ex: Lead Source):<\/strong><\/span><\/p>\n

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  1. Log in to Cirrus Shield with your administrator profile<\/strong>.<\/li>\n
  2. Click on your name, then select Setup<\/strong>.<\/li>\n
  3. Go to the Object<\/b>\u00a0tab, and click on Details<\/strong>\u00a0Lead<\/strong>.<\/li>\n
  4. Click on the\u00a0Custom Fields\u00a0<\/strong>(On the top left).<\/li>\n
  5. Search “Lead Source”, and click on Edit.<\/strong><\/li>\n
  6. Replace the\u00a0Label\u00a0<\/strong>by “Origin of the Lead”.<\/li>\n
  7. Click on\u00a0Save.<\/strong><\/li>\n<\/ol>\n<\/div>\n
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    To Edit Data Type of a Custom field (Ex: Lead Source):<\/strong><\/span><\/p>\n

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    1. Log in to Cirrus Shield with your administrator profile<\/strong>.<\/li>\n
    2. Click on your name, then select Setup<\/strong>.<\/li>\n
    3. Go to the Object<\/b>\u00a0tab, and click on Details<\/strong>\u00a0Lead<\/strong>.<\/li>\n
    4. Click on the\u00a0Custom Fields\u00a0<\/strong>(On the top left).<\/li>\n
    5. Search “Lead Source”, and click on Edit.<\/strong><\/li>\n
    6. Click on the Button<\/strong> “Change the Field Data Type”.<\/li>\n
    7. Choose<\/strong> Text Area, click next and save.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n
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      If you want to add a new Custom Field named “Lead Rating”, with the following value: Hot; Warm and Cold. Then you have to create a custom field with the Pick-list Data Type:<\/span><\/p>\n

      To Add a New Custom Field (Ex: Lead\u00a0Rating):<\/strong><\/span><\/p>\n

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      1. Log in to Cirrus Shield with your administrator profile<\/strong>.<\/li>\n
      2. Click on your name, then select Setup<\/strong>.<\/li>\n
      3. Go to the Object<\/b>\u00a0tab, and click on Details<\/strong>\u00a0Lead<\/strong>.<\/strong><\/li>\n
      4. Click on the\u00a0Custom Fields\u00a0<\/strong>(On the top left).<\/li>\n
      5. Click on\u00a0New.\u00a0<\/strong>Select the Pick-list\u00a0Data Type<\/strong> for the field.<\/li>\n
      6. Enter the Label<\/strong> of the field : Lead Rating.<\/li>\n
      7. Enter<\/strong> the above values (Hot; Warm and Cold) by returning<\/strong> to the line after each word<\/li>\n
      8. Click on\u00a0Save<\/strong><\/li>\n<\/ol>\n
        \n<\/div>\n<\/div>\n
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        To Delete a Custom<\/strong><\/span> Field (Ex: Lead Source):<\/strong><\/span><\/p>\n

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        1. Log in to Cirrus Shield with your administrator profile<\/strong>.<\/li>\n
        2. Click on your name, then select Setup<\/strong>.<\/li>\n
        3. Go to the Object<\/b>\u00a0tab, and click on Details<\/strong>\u00a0Lead<\/strong>.<\/li>\n
        4. Click on the\u00a0Custom Fields\u00a0<\/strong>(On the top left).<\/li>\n
        5. Search “Lead Source”, and click on\u00a0Delete.<\/strong><\/li>\n<\/ol>\n<\/div>\n<\/div><\/div>\n<\/section>\n

          <\/p>\n","protected":false},"author":1,"featured_media":0,"parent":213,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"doc_tag":[],"class_list":["post-215","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/215","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=215"}],"version-history":[{"count":25,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/215\/revisions"}],"predecessor-version":[{"id":2751,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/215\/revisions\/2751"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/213"}],"next":[{"title":"Mark a Field as Required, Unique or External Id","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/mark-a-field-as-required\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/217"}],"prev":[{"title":"Edit Standard Fields","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/edit-standard-fields\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/214"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=215"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}