Opportunities - Accounts

To setup custom fields:

  • Select Configuration → Custom Configuration
  • Select “Add Custom Fields” tab.
  • Select the “Role Type” from the dropdown.
  • Enter “Custom Field Name” field
  • Select “Custom Group”, “Custom Field Type”, “Control Type” and “Field Type” from its corresponding dropdown.
  • Select “Add” .
  • Once added the custom field, it will be displayed in Custom Field list.
  • To view the custom field added, goto View page of the corresponding role type.