How-to
Custom fields
Create the extra boxes that show on records and dialogs for this firm only.
Where it is
Section titled “Where it is”Sidebar, Administration, then Custom Fields.
What you do
Section titled “What you do”Add a field to an entity, such as a company or a deal. After it exists, the dialog in the product shows it. The manual’s how-tos do not list it. See Custom fields.
Deleting a field hides it. Do that only when the firm no longer wants the data captured.