Edit Fields

The Edit fields function is used to control the visibility of fields in various modules for the entire organization. This feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks.

To choose module:

  1. Click on the    icon at the top of page.
  2. On the left sidebar, click Designer > Edit Fields.
  3. Select the desired module from the drop-down in the top-right of the screen as shown below:

    field


This feature enables you to add custom fields in addition to default fields offered by Second CRM. To add custom fields in the selected module:

  1. Click on the Add Custom Field button as shown below:

    field1

  2. Select Field Type from the drop-down, provide field name in the Label Name field, and specify field length in the Length field.

    field2

  3. Once done click the Save button.

Second CRM offers a wide variety of choices in creating custom fields according to your business requirements. The following table contains the complete information of custom Fields that are supported in Second CRM.

Field Type Description Fields Information
Text To add text Label: Provide field name
Length: Provide field size
Maximum Characters: 255
Decimal To add decimals Label: Provide field name
Length: Provide field size
Decimal: Provide number of decimal places
Maximum Characters: 59
Integer To add integers Label: Provide field name
Length: Provide field size
Maximum Characters: 255
Percent To add percentage Label: Provide field name
Currency To add currency values Label: Provide field name
Length: Provide field size
Maximum Characters: 255
Email To add email address Label: Provide field name
Phone To add Phone number Label: Provide field name
Pick List To add drop-down fields Label: Provide field name
Picklist values: Provide picklist values
URL To add website address Label: Provide field name
Check-Box Enable check-box for true. Disable for false. Label: Provide field name
Text Area To add long text Label: Provide field name
Multi-Select Combo Box Add picklist field to select multiple values Label: Provide field name
Picklist values: Provide picklist values
Skype To add Skype ID Label: Provide field name
Time To add time Label: Provide field name

This feature enables you to create new blocks in addition to default blocks offered by Second CRM. To add custom blocks in the selected module:

  1. Click on the Add Custom Block button as shown below:

    field3

  2. A pop-up will appear. Provide a label in Block Name and select a block from the Add After drop-down to specify the placement of your next block.

    field4

  3. Once done click the Save button.

This feature gives you the flexibility to modify the arrangement of the fields according to your business requirements. Click on the desired field and drag it on to any selected location in and across blocks. To rearrange fields:

  1. In the Fields and Layout Editor, select the desired module, and click on the desired field.
  2. Drag the field to the desired location (you can move fields in all possible directions: left, right, up, and down).

    field5

  3. After rearranging fields, click the Save Field Sequence button in the top-right.

    field6


This feature helps you to configure basic characteristics of fields. You can change some of the properties of a field by clicking on the edit icon to the right of each field.


field7

Field Property Functionality
Mandatory field To make the field mandatory for the Users to fill in.
Active To enable or hide the field for all users.
Quick Create To make the field available in Quick Create popup.
Summary View To display the field in summary view of the record.
Mass Edit To make the field available during mass edit.
Default Value To set default value for the field.

Some check-boxes are disabled for some fields because their properties cannot be edited. This is to prevent inconsistency in Second CRM.

This feature enables you to hide fields, so that they are not used by users. Hiding fields will not delete the data associated with it and can be restored when required. To hide fields:

  1. Click on the edit icon next to your desired field.

    field8

  2. Uncheck the [Active] check-box to hide that particular field.

    field9

  3. Once done, click the Save button.


Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.