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:

1. Add an ID such as _hmspouse.
2. Choose Free-Form Text from the TYPE field.
3. Ensure that STORE VALUE is checked.
4. Review the Applies to tab and ensure that the contact is selected:

Configure Custom Entity Field

5. Go to the Display tab and choose the Main subtab.
6. Enter any applicable field-level help in the Help field:

Determine the Display options for a custom field

7. Click Save.
8. 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.)
9. Test the new field by entering data into that field on a contact record:

Custom field on customer record