Access field customization from a transaction entry or other record entry

If you need to enter information about a record or transaction that isn’t stored in QuickStart, you can add custom fields to capture the information. You can create or edit a custom field directly from a transaction or other record.

Before you begin

Open a transaction or record type that supports custom fields. You need the Administrator access profile or the Customization: create fields and segments permission set.

Access field customization

1. From the transaction or record, select More actions > Customize.

2. Select Customize fields.

Learn more

• Create a custom field

• Find where a custom field is used

• Edit an existing custom field