<h2>Table of Contents</h2> <ul> <li><a href="#add">Add Custom Field</a></li> <li><a href="#delete">Delete Custom Field</a></li> <li><a href="#edit">Edit Custom Field</a></li> </ul> <p><br/></p> <h2><span id="add">To add a Custom Field:</span></h2> <p><br/> 1. Navigate to <strong>Admin > Organizational Settings > Custom Fields</strong>. <br/> <br/> 2. Choose either a <strong>Company</strong> or a <strong>Person</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/companyorperson.png" alt="" title="" /> <br/> <br/> <br/> 3. Click <strong>New Question</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/newquestion.png" alt="" title="" /> <br/> <br/> <br/> 4. While many options exist on this next page, the two most important to define before proceeding are: <strong>Question Type</strong> and <strong>Question Text</strong>. If you choose <em>Multiple Choice</em> under Question Type, you will also need to define the possible answers from which end users can choose when populating that data. Additional <em>Question Types</em> may require you to supply additional information as well in order to properly define the new field.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/savecustomfields.png" alt="" title="" /> <br/> <br/> <br/> 5. When you are finished defining the new field, click on <strong>Save</strong>. <br /> <br/> <br/> Note: <strong>Once this new 'custom field has been defined, simply navigate to a selected person or company, choose the profile icon, then **Related Data > Custom Fields</strong>. You can now supply that information for the selected person or company. <br/> <br/> <br/> <br/></p> <h2><span id="delete">To delete a Custom Field:</span></h2> <p><br/> <strong>Note: Deleting a custom field will delete all related information for that field again all people or companies as the case may be.</strong> <br/> <br/> 1. Navigate to <strong>Admin > Organizational Settings > Custom Fields</strong>. <br/> <br/> 2. Choose either <strong>Company</strong> or <strong>Person.</strong> <br/> <br/> 2. Click the title of the <strong>Custom Field</strong> on the grid.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/howmanyemployees.png" alt="" title="" /> <br/> <br/> <br/> 3. Click <strong>Delete.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/deletecustomfield.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="edit">To edit a Custom Field:</span></h2> <p><br/> 1. Navigate to <strong>Admin > Organization Settings > Custom Fields</strong>. <br/> <br/> 2. Choose either <strong>Company</strong> or <strong>Person.</strong> <br/> <br/> 2. Click the title of the <strong>Custom Field</strong> on the grid.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/howmanyemployees.png" alt="" title="" /> <br/> <br/> <br/> 3. Change the <strong>Type of field</strong> (the type of answer) you would like and the question in the <strong>Title</strong> field as needed. </p> <ol> <li><p>If the <strong>Type of field</strong> is <strong>Multiple Choice, Drop Down, or Multiple Select,</strong> you will need to choose your answer fields. </p> <ul><li>Type the answer choices in the <strong>Options</strong> fields. </li> <li>Click <strong>Add an option</strong> if you need more choices.</li> <li>Click the blue <strong>X</strong> next to each answer field you would like to remove.</li></ul> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Organizational%20settings/Custom%20Fields/editcustomfield.png" alt="" title="" /></p></li> <li><p>Click <strong>Save</strong> when you are finished to return to the <strong>Fields</strong> page. <br><br><br><br><br></p></li> </ol>