In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account.

• Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example, Last Name in Leads, Subject in Tasks etc.
• Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only.

Availability

Custom Fields

For almost all of the fields that you create, you need to specify the following:

• Label: Specify a name for the field.
• Field Properties: Specify properties of the field such as description, field values and so on.

Other specifications required for each type of field:

Custom Field Limits

There is a limit to the total number of fields that you can create in you account and also a limit to the type of fields that you create. This varies based on your Zoho CRM Edition. Refer the following link to check the field limits: Custom Field Limits

Custom Field Settings

On adding or editing a custom field, you will be able to accomplish a bunch of actions on it. For example, you can edit a field's basic properties, mark it as required, make it a unique field and so on. Following are the various custom field settings that are available in Zoho CRM.

• Add Custom Fields
• Edit Custom Fields
• Set Field Permission
• Mark a Field as Required
• Mark a Field as Unqiue
• Remove/Delete Custom Fields
• Map Dependency Fields

Add Custom Fields

In each module, you can add custom fields to capture important data specific to your business requirements by specifying some field-related information.

To create new custom fields

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. From the New Fields Tray on the left, drag and drop the required field type into the desired module section on the right.
   
5. Name the field and define the Field Properties as required for the field.
6. Click Save Layout.

Edit Custom Fields

To edit custom fields

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Go to the field you want to edit and rename the field or edit the Field Properties.
   
5. Click Save Layout.

Set Field Permission

You can set the different field permissions for different users when you create a field or even at a later time.

To set field permission

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Go to the required field, click the Settings icon and select Set Permission.
   
5. In the Set Permission popup, define the permissions for each profile.
6. Click Save.
   
7. Click Save Layout.

Mark a Field as Required

To mark a field as a required field

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Go to the field you wish to edit, click the Settings icon and select Mark as required.
   

Mark a Field as Unique

A unique field is that field in a record whose value makes the record unique. Email addresses of people are good examples of unique fields because clearly, two people cannot have the same Email address. It is a very unique attribute. Other examples include Social Security Numbers, Passport Numbers, Product codes and the like. In Zoho CRM, you can mark a field from any module as "Unique". Once marked as "Unique", these fields play a vital role in managing duplicate records in Zoho CRM in various instances including manual creation of records as well as records created via import, APIs, lead/sales order/quote coversion.

To mark a field as unique

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Click the Settings icon on the field that you wish to mark as unique.
5. Select the Do not allow duplicate values option from the Settings drop-down list.
   This option is applicable if the field that you want to mark as unique is a predefined field.
   Marking the Primary Email field for the Leads/Contacts module as unique will ensure email duplication check for the selected module.
   
   If the field you wish to mark as unique is a custom field, then select Field Properties from the Settings drop-down list.
   In the Field Properties popup, select the Do not allow duplicate values checkbox.
   
6. Click Save Layout.

In the Fields List View page, under the Data Type column, the field for which you have selected the Do not allow duplicate values option will be indicated as a Unique field. For example, Text (Unique).

Remove/Delete Custom Fields

The fields that you have created can be removed, in case you do not need them. When you remove a custom field, it is moved to the Unused Fields section. This means that it is only removed from the layout and not the CRM itself.
To delete the field permanently from the CRM, you must delete it again from the Unused Fields section.

To remove custom fields from the layout

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Click the More icon and select Remove Field.
   
5. Make sure to read the instructions in the pop-up box and then click Yes, move to unused fields to remove the field.
   The removed fields are pushed to the Unused Fields section.
   

Map Dependency Fields

There are certain fields whose values depend on another field's value. This can be defined as a parent-child relationship. For example, let's say there are two fields - Country and State - in your Leads module. The values in the State field will depend on the country that you select from the Country field. Similarly, the values for the Sub-Department field will depend on the Department field that you select. This kind of relationship is established by mapping dependency fields. You can define which values will appear in the Child field when a certain value is chosen in the Parent field. Note that this is applicable only for pick list fields.

To map field dependencies

1. Log in to your Zoho CRM account with Administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
   Module refers to the Leads, Accounts, Contacts, etc. tabs.
3. Click the desired module to open the layout editor.
4. Click the Settings icon and select Map Dependency Fields.
5. In the Map Dependency Fields page for the selected module, click New.
   • Select the Parent Field from the drop-down list.
   • Select the Child Field from the drop-down list.
     
   • Click Next.
   • Select the values for each parent field value.
   • For example, if the parent field is Branch of Studies, then, select the Courses relevant for the selected branch.
   • Click the Previous or Next links, if required, to map the all the Parent field values to the Child field values.
     
6. Click Save.
   Now when you create a new record in the module, the values on the child field differ based on the value chosen for the Parent field.
   
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