In Zoho Developer, you can add new fields as per your requirements. These fields will be available to all subscribers of your vertical CRM.

 Custom Fields

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

• Label: Specify a name for the field.
• Section Name: Choose a section under which the field should be listed. Whenever required, you can change the placement of the field in any other section.

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. The maximum number of fields that you can create is 500 per module. Similarly, there is also a maximum limit for each type of field that you create that is provided in the table below.

 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. You can also add custom fields to the custom modules that you create.

To add custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application in which the field has to be added.
3. In the App Details page, click Modules in the left pane.
4. In the Modules page, click the name of the module in which you want to add the custom field.
5. Drag-and-drop the required field type from the New Fields panel and enter a label for the field.
6. Click Save Layout.
   

 Edit Custom Fields

To edit custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application that contains the field to be edited.
3. Click Customize in the left pane and select Fields tab at the top of the page.
4. Select the module from the drop-down list.
   All the existing fields in the selected module will be listed.
5. Click the [Edit icon] for the corresponding field that you want to edit.

 Delete Custom Fields

The fields that you have created can be deleted, in case you do not need them. Please note that standard fields cannot be deleted and when you delete a custom field, the associated data will also be deleted from Zoho CRM. If you do not want to delete the field, you can also hide it so that it is not used by users. 

To delete custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application that contains the field to be deleted.
3. Click Customize in the left pane and select Fields tab at the top of the page.
4. Select the module from the drop-down list.
   All the existing fields in the selected module will be listed.
5. Click the  [Delete icon] for the corresponding field that you want to delete.
6. Make sure to read the instructions in the pop-up box and then click Yes, Delete now to delete the field.

 Create Currency Fields

The currency field allows you to define the decimal and the precision settings based on your selected currency locale. There are four rounding options available for a currency field in Zoho Developer:

To create currency custom fields

1. Log in to Zoho Developer Console and click Vertical Solutions.
2. In the Vertical CRM page, select the application in which the field has to be added.
3. In the App Details page, click Modules in the left pane.
4. In the Modules page, click the name of the module in which you want to add the currency field.
5. Drag-and-drop the Currency field from the New Fields panel and enter a label for the field.
6. In the Currency Properties pop-up, do the following:
   • Enter a name in the Field Label field.
   • In the Maximum digits allowed field, type the desired length of the total number of digits.
   • In the Number of decimal places, type the number of decimal places you require.
   • Select the Rounding option from the drop-down list.
   • Specify the rounding precision in the Precision field.
   • Click Done.
     
7. Click Save Layout.

 Add Pick List Values

By default, some of the industry standard pick list values are available in each module. You can modify the pick list values as per your business process that your Vertical CRM deals with and replace the existing value with new values so that the records are associated correctly.

To add or modify pick list values

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application in which the field has to be added.
3. In the App Details page, click Modules in the left pane.
4. In the Modules page, click the name of the module in which you want to add the pick list field.
5. Drag-and-drop the Pick List field from the New Fields panel and enter a label for the field.
6. In the Pick List Properties pop-up, you can do the following:
   • Enter a name in the Field Label text field.
   • Add the values for the pick list in the Pick List Option section. Click to add values and to remove values.
   • Select a value from Select default value dropdown to set a default value for the pick list.
   • Click Done.
     
7. Click Save Layout.

 Add Multi-Select Pick List Values

This option enables selecting multiple values while creating or editing record. For instance, your organization may be offering different services and some of your customers may be interested in multiple services. In this case you can use the multi-select pick list value instead of single pick list value while creating a potential. Periodically, you can modify the pick list values as per your organization's business process.

To add multi-select pick list values

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application in which the field has to be added.
3. Click Customize in the left pane and select Fields tab at the top of the page.
4. Select the module from the drop-down list and click New Custom Field.
5. In the [Module]: Create Custom Field page, select Multi-select Pick List from the field type list.
6. In the Field Details section, do the following:

• Enter a name in the Label field.
• Select the Section Name from the drop down list where the field should be displayed.
  
• Specify the pick list values.
• Select the checkbox to use first value as default value.

• Click Save.

 Create Lookup Field

The lookup field helps in establishing relationship between different modules (linking two different modules: Accounts with Contacts) or establishing parent-child relationship with a module. Note that lookup fields cannot be created for Tasks and Events.

Examples of Parent-Child Relationship:

1. Parent Account - Member Accounts (Doing business with Head Quarter Company and multiple divisions within the company)
2. Contact - Member Contacts
3. Case - Sub Case
4. Potential - Part Payment
5. Product - Part Products
6. Solution - Related Solutions

To create lookup field

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application in which the field has to be added.
3. Click Customize in the left pane and select Fields tab at the top of the page.
4. Select the module from the drop-down list and click New Custom Field.
5. In [Module]: Create Custom Field page, select Lookup from the Field Type list.
6. In the Field Details section, do the following:

• Enter a name for the lookup field in the Label text box. (Eg. Interested Products. This field will be available while creating a lead.)
  
• Select the Section Name from the drop-down list where the field should be displayed. (Eg. LeadInformation)
• Select a module from the Lookup Type drop-down. In the field, data from the module selected here, will be listed. (Eg. Products. The lookup field will list all the products)
• Enter the Related List Label. (Eg. Interested Leads. A related list will be created for the records in the Products module.)

• Click Save.

 Create Auto Number Field

The auto number type custom field helps classifying the records by unique numbers. Once the auto number field is added to the CRM module, the number is added sequentially to the new records. This can be used to update the existing records also. For instance, Invoice Number, Quote Number and Sales Order.

To create auto number fields

1. Log in to Zoho Developer Console and click Vertical Solutions
2. In the Vertical CRM page, select the application in which the field has to be added.
3. Click Customize in the left pane and select Fields tab at the top of the page.
4. Select the module from the drop-down list and click New Custom Field.
5. In [Module]: Create Custom Field page, select Auto Number from the Field Type list.
6. In the Field Details section, do the following:
   • Enter a name in the Label field. 
     
   • Select the Section Name from the drop-down list where the field should be displayed.
   • Select the Lookup Type i.e. the data that should be listed in the lookup.
   • Enter the Prefix, Starting Number and the Suffix for the auto number value.
7. Click Save.

 Map Dependency Fields

There are certain fields whose values depend on another field's value. For example, 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. You can define this parent-child relationship in two drop down fields.

To map field dependencies

1. In the Application's homepage, click Customize > Fields.
2. Select the module from the drop-down list and click Map Dependency Fields.
3. In the Map Dependency Fields page, 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 Country, then, select the States for the selected country.
• Click the Previous or Next links, if required, to map the all the Parent field values to the Child field values.

• Click Save.