Data Fields Management and Configuration
The Data Fields module in Twozo allows you to define and manage structured information across your CRM. By creating and customizing data fields, you can ensure consistency, accuracy, and better organization of your records.
What are Data Fields?
Data Fields are customizable input areas that store key information like text, numbers, dates, or dropdown options. You can personalize them, use system-generated options, or stick with default fields for consistency. They help keep your data organized, accurate, and easy to access.
Follow these steps to access the Data Fields setup page:
- Click Settings icon to open the Admin Settings page from the main navigation panel.
- Under Modules & Fields, click the relevant module where you want to configure or view data fields.
- Review the existing fields for the selected module, including the Field Name, Field Type, and available actions like Add View or Required.
- Add View: Select the checkbox to add a field to the add form.
- Required: Select the checkbox to make a field mandatory.
Note: Selecting the Required checkbox automatically select the Add View checkbox.
System Fields
System fields are predefined data fields that are automatically generated by the system to help organize and manage essential information. These fields are accessible through the + System Fields dropdown menu, allowing user to select, display, or hide specific fields based on their needs.
You can modify certain drop-down fields from the system fields, which are categorized as follows:
- Static drop-down: These fields remain constant, and no new options can be added or modified.
- Dynamic drop-down: Fields can be edited or expanded by adding new options as needed.
- Hybrid drop-down: A combination of both, where some options remain fixed while others can be modified or added.
Default Required Fields
Default Required fields are critical for providing essential information when creating records. These fields are pre-set as mandatory and cannot be unchecked.
- Cannot add a contact, company, deal, or product without completing the required fields.
- The Required option for the following fields remains permanently enabled and cannot be modified:
- Deal: Deal Title, Pipeline, Won reason, Lost reason, Deal closed on, Primary Contact, and Sales owner.
- Contact: First Name, Emails, Phones, and Sales owner.
- Company: Company Name, and Sales owner.
- Product: Product Name, and Sales owner.
Note: If Email is marked as required, the Required option for Phone can be disabled, and vice versa. However, both cannot be disabled at the same time.
Default Add View Fields
Default Add View fields ensure that key information is always visible when creating or editing records. These fields are pre-set to be visible and cannot be hidden.
- The Add View option is enabled by default for the following fields:
- Deal: Deal Title, Pipeline, Stage, Won reason, Lost reason, Deal closed on, Primary Contact, Related Contacts, Company, Deal value, and Sales owner.
- Contact: First Name, Last Name, Emails, Phones, Company, Designation, Sales owner, LinkedIn, and Facebook.
- Company: Company Name, Website, Sales owner, and Address.
- Product: Product Name, Sales owner, Product code, Category, and Unit price.
- The Add View option can be adjusted for these fields, except for the required fields.
Immovable Fields
Immovable fields are specific fields in the data field list that cannot be rearranged or moved using drag-and-drop functionality to ensure uniformity.
- The following fields are immovable and cannot be rearranged:
- Deal: Deal Title, Pipeline, Stage, Won reason, Lost reason, Deal closed on, and Primary Contact.
- Contact: First Name, Last Name, Emails, and Phones.
- Company: Company Name.
- Product: Product Name.
Not Allowed to Hide
Certain fields are critical for maintaining data integrity and cannot be hidden from the data fields list. These fields are always displayed and remain visible to ensure consistent access to essential information.
- The following fields cannot be hidden from the list or removed from the Summary or Add Form:
- Deal: Deal Title, Pipeline, Stage, Won reason, Lost reason, Deal closed on, Primary Contact, Related Contacts, Company, Deal value, and Sales owner.
- Contact: First Name, Last Name, Emails, Phones, Company, Designation, Sales owner, LinkedIn, and Facebook.
- Company: Company Name, Website, and Sales owner.
- Product: Product Name, and Sales owner.
- These fields are permanently visible and cannot be unchecked in the +System Field dropdown.
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