Defining Summary and Dependable Fields in Records
Summary Fields
Summary fields provide a quick view of key information in a record's summary. You can adjust the visibility of custom or system fields but required fields cannot be hidden.
- Default Profile & Summary Fields:
|
Module |
Summary Fields |
Profile Fields |
|
Deal |
Sales Owner |
Deal value |
|
Product Quantity |
Title |
|
|
Pipeline |
Primary contact |
|
|
Stage |
Company |
|
|
Won Reason |
Status |
|
|
Lost reason |
|
|
|
Deal Closed On |
|
|
|
Contact |
|
First Name |
|
Phone |
Last Name |
|
|
Sales owner |
Designation |
|
|
|
Company |
|
|
|
Profile |
|
|
|
|
|
|
|
|
|
|
Company |
Sales owner |
Name |
|
|
Website |
|
|
Product |
Sales owner |
Name |
|
Product code |
|
|
|
Unit price |
|
|
|
Category |
|
- Ensure the above fields are displayed in both the Summary and Add Form.
- Add or remove custom or system fields as needed.
- Do not remove or hide required fields.
Dependable Fields
Dependable fields are interconnected fields where the value of one field determines the options available in another. This feature helps maintain data accuracy and relevance.
- Dependable Fields:
|
Module |
Dependable Fields |
|
Deal |
Pipeline, Stage, Won reason, Lost reason, Deal closed on |
|
Expected close date, Forecast category |
|
|
Contact |
Lifecycle stage, Status, Lost reason |
|
Subscription status, Subscription types, Unsubscribe reason, Other unsubscribe reasons |
Dependable fields can be configured in the Data Fields setup page by defining parent-child relationships.
- Adjusting the first field in a dependable group applies to all fields.
Checking Add View or Required for one field applies it to all dependable fields.
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