How to Add New Fields

Applies to: R4 Version

1. Go to gear icon, Settings > Organize and customize> Create and change Fields.
2. Choose the area you want to add the field to (for imports use Contact)
   
   
3. Click "Add Field"
4. Fill in the information for your new Field
5. Choose the Type of Data stored in the Field
6. Specify the size of the Field
7. To have the field show in the Quick Search, select the "Primary field" option
8. For Drop Down Lists please see: How to add a new Item to a Drop Down List in SalesNexus
9. Click Save

To use your new Field add it to any corresponding Layout in SalesNexus.

NOTE:  Any field, even custom fields, can be listed in the Quick Search if the "Primary field" option is checked.  For more information on Quick Search, see:  How to use Quick Search