Custom Properties Functional User Manual

Custom Properties

Custom Properties Page

Group/Object

Lead-> Lead Source

Add New Source

Step 1: Click Add New Source

Step 2: Enter the desired value

Step 3: Click Save to apply or Refresh to cancel changes 

Edit

Step 1: Click the Edit Icon

Step 2: Edit Content

Step 3: Click save  

Delete

Step 1: Click the Delete icon next to the source. 

Step 2: Click OK to confirm deletion or cancel to close the popup without deleting

Note:  The same Add, Edit, and Delete functionality applies to following Group/Objects

Lead-> Status 

Prospect-> Status 

Prospect-> Source 

Task-> Type 

Business Partner Roles 

Credit Memo/ AP Invoices

Override Reason

Custom Fields 

Step 1: Click on Action  
Step 2: Click on Add New 

Step 3: Use the dropdown to select the Entity

 Step 4: Enter a Title for the field 

Step 5: Select the Field Type

Step 6: Click Save or Refresh to remove added raw

Edit 

Step 1: Click the Edit Icon

Step 2: Click and select Entity and Enter Custom Field Type 

Note:  System disable Field Type (not allow to edit)

Step 3: Click Save to apply or refresh to cancel changes 

Delete

Step 1: Click the Delete icon next to the custom fields 

Step 2: Click OK to confirm deletion or cancel to close the popup without deleting

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