Custom fields

Custom fields are the extra fields your company tracks on its records, on top of the ones ASTRO has. They can be added to companies, contacts and opportunities. Changes apply at once and are recorded in the history.

Add a field

  1. Open Administration > Custom fields and choose Companies, Contacts or Opportunities at the top.
  2. Under New field, type the label (for example "ERP system").
  3. Choose the Type: Text, Long text, Number, Currency, Date, Yes / no or Pick-list. For a pick-list, choose the lookup list under Options from.
  4. Tick Required if every record must have a value, then select Add.

Change a field

Select Edit. You can change the Label and the options: Required, Show in list, Filterable, Show on phone card and, for text fields, Searchable. Select Save. Use the arrows to change the order forms show the fields in.

Retire or delete a field

  • Deactivate hides the field from forms. Records keep their values. Select Reactivate under Inactive to bring it back.
  • Delete appears only while no record has a value for the field, and removes it for good.

Templates

Under Templates are ready-made sets of fields. Apply adds only the fields you do not have yet; fields you already have are left as they are.

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