Use this tool to add Custom Fields to iCFM records (Company, Contact, Project, Quote, Job, or Library). Custom Fields are placed on the page using the positioning values you enter, and are normally set up in the header (the top half of the page). They help you to save extra information against the entity. Each entity can have as many Custom Fields as you desire.
Before you start, it is worth knowing:
You cannot change the Field Name or the Type after adding a Custom Field
You can edit the Caption at any time, and any information already saved in the field will be kept
You can mark fields as Deleted if they’re no longer needed, and restore them later
All changes apply only to the entity you selected (e.g. Company fields don’t appear on Contact pages)
To Add a Custom Field:
- Menu > Admin Options
- Open Custom Field Editor
Select the Entity where you want your new field to appear (e.g. Company, Contact, Job)
Click Create Custom Field - a blank row is added to the bottom of the list
Enter a Caption - the Field Name will auto-fill based on your Caption
Check the Field Name has been generated as expected - neither the Field Name nor the Type can be changed later
Choose a Type from the dropdown:
For a Select field, click the ... button next to the Type, enter one option per line, and click Save
Set the Positioning
Add a Default Value
Tick Mandatory
Click Save
To remove a Custom Field, click the red X icon next to the field. This marks the field as Deleted and removes it from the entity page, but does not delete it permanently.
See the table below for a full description of each field.
| Field | Description | ||
|---|---|---|---|
| Entity | Select the Entity where you want your new field to appear (Company, Contact, Project, Quote, Job, or Library) | ||
| Caption | The label your Users will see on the page (e.g. ‘Account Manager’, ‘Region’, ‘Go Live Date’) Captions can be edited at any time, and renaming one will not affect information already saved in the field Keep Captions short, as a long Caption pushes the field out of position and can overlap other content on the page | ||
| Field Name | The internal name iCFM uses to store the field. This is auto-generated from your Caption and is not seen by your Users Please Note: The Field Name and the Type cannot be edited once saved | ||
| Type | Text | Single-line text input | |
| Checkbox | True/false tick box | ||
| Date | Calendar picker | ||
| Select | Dropdown list, with one option selectable Click the ... button next to the Type to add your options, one per line | ||
| Textarea | Multi-line text input | ||
| Default Value | If you want this field to be pre-filled by default, enter the default value here (not applicable for date controls) | ||
| Mandatory | If checked, Users must complete this field before saving (not applicable for checkboxes) On a Quote, the field must be completed before the Quote can be confirmed. Quotes confirmed before the field was made Mandatory are not affected | ||
| Positioning | Fixed | Default - Leaves the field in a fixed position on screen. Use this unless you specifically want the field to scroll with the page | |
| Absolute | Scrolls away with the page — use this if the field should move with the rest of the content rather than stay pinned on screen | ||
| Top | Position the field using pixel values (e.g. 10px). How far from the top the field should appear. Start with 10. To add a field below, keep the Left/Right value the same and increase Top by 25–30px | ||
| Left | Choose one side of your screen to anchor the field - don't enter both. Position the field using pixel values (e.g. 10px). | ||
| Right | |||
| Status | Available | The field is active and appears on the entity page | |
| Deleted | The field is removed from the entity page but is not deleted permanently Click the restore icon to return the field to Available. Any information previously saved in the field will still be there | ||
Positioning a Custom Field
Custom Fields are placed on top of the existing page layout, and iCFM does not check whether a new field overlaps anything already on the page. It is worth checking the position on a record before you start using the field.
Set Positioning to Fixed
Enter a Top value of 40px and a Right value of 40px - this places the field at the top right of the page
Click Save
Open a record for that entity and check where the field has appeared
Return to the Custom Field Editor and adjust the Top and Left or Right values in small steps until the field sits where you want it
To place a second field below the first, keep the same Left or Right value and increase the Top value
Please Note: Please contact CETA if you would like help positioning your Custom Fields
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article