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General Settings

The General Settings will appear right when you open up a Custom Field to edit.

Custom fields general settings.png
Option Description Format
Custom Field ID The unique ID number associated with the custom field.
  • automatically generated by the system as a number value and is displayed to the right when viewing the list of custom fields
Not Applicable
Field Type The list of available Field Types.
  • different types may have different options
Field Name The name of the field, used internally to reference the user's input;
  • mandatory and can be up to 255 characters in length.
  • should not include special characters that could be misinterpreted by the browser.
Caption  The leading question or prologue before the field.
  • if left blank, the Field Name will be displayed as the caption (excluding List View).
Display Order  The order (relative to other fields) in which this field is displayed.
  • this setting determines the order that the field will be displayed on the page. The first field that is added to an entity will use a display order of 100.
  • additional fields that you add will automatically increase the display order by increments of 100.
  • if you wish to insert a field between two fields you can set the display order to a number that will position the field where required.
  • you can change the display order by setting the display order to a different number. For example, if you set the display order on a field to 5000 then the next field added will automatically become 5100.
Description Definition and general description of the custom field. Will not be displayed. @description@

Display Order with Related Entities

If you add custom fields to the basic contact entity and then add fields to roles associated with contacts, you will need to take care, as the fields will become mixed if they have the same number sequence.

The following table outlines where you need to be careful:

Entity Related Entity
Contact Roles
Companies Categories
UTA Level 1 Entities UTA Level 1 Template Entities

You should start the number sequence for these types of related fields at some higher level. For example, role 1 starts at 5000, role 2 starts at 8000.