Custom entity field
Let's focus on a custom entity field in our first exercise. We will add a new field on the contact record to save a contact's spouse's name.
Go to a contact record using Lists
| Relationships
| Contacts
| New
. Then, click on the Customize
button on the top-right corner and choose New Field
.
Add Spouse Name to the Label
field:
- Add an
ID
such as_hmspouse
. - Choose
Free-Form Text
from theTYPE
field. - Ensure that
STORE VALUE
is checked. - Review the
Applies to
tab and ensure that the contact is selected:
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Configure Custom Entity Field
- Go to the
Display
tab and choose theMain
subtab.
- Enter any applicable field-level help in the
Help
field:
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Determine the Display options for a custom field
- Click
Save.
- Go to a contact record and verify that the new field is available. (This may require you to edit the form, which we will be discussing later in this chapter.)
- Test the new field by entering data into that field on a contact record:
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Custom field on customer record