Custom Fields

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Beginning with opentaps 1.5, CRM accounts, leads, and contacts can now have custom fields associated with them. Custom fields can be any arbitrary field and value pair. There are no foreign key constraints to them.

CRM Custom Fields.png

There are different security permissions for viewing, creating, updating, and deleting custom fields. The viewing permission is required if you want to see the custom fields. The creating permission is required if you want be able to create custom fields for an account, lead, or contact. Once you have created the custom fields, you can also delete or update them, but you cannot update or delete the custom fields of the other users unless you have special permission to do it.

By default, users are allowed to view and create custom fields and update and delete the custom fields they created themselves. However, only the sales manager can update and delete the custom fields created by other users as well as by themselves.