Customization

Field-Level Customization

  1. How can I add attachment category?
  2. How can I edit attachment category?
  3. How can I delete attachment category?
  4. How can I add custom fields?
  5. How can I edit custom fields?
  6. How can I delete custom fields?
  7. How can I display required fields or hide unwanted fields?
  8. How can I add multi-select pick list values?
  9. How can I add pick list values?
  10. How can I create auto number fields?
  11. How can I create currency fields?
  12. How can I create formula fields?
  13. How can I create lookup fields?
  14. How can I create the terms of service field?
  15. How can I map candidate and contact fields?
  16. How can I map dependency fields?
  17. How can I add custom links?
  18. How can I add note types?
  19. How can I edit note types?
  20. How can I delete note types?

Page-Level Customization

  1. How can I customize page layout?
  2. How can I organize page details?
  3. How can I customize related lists?
  4. How can I customize search layout?

Module Customization

  1. How can I add custom modules?
  2. How can I edit custom modules?
  3. How can I delete custom modules?
  4. How can I link custom modules with other modules?
  5. How can I create custom list views?
  6. How can I clone custom list views?
  7. How can I set up default list view?
  8. How can I specify list view criteria?
  9. How can I set the business card view?
  10. How can I edit criteria patterns?
  11. How do I add Custom Buttons?

Tabs

  1. How can I organize tabs?
  2. How can I rename tabs?
  3. How can I group tabs?

Templates

  1. How can I create email templates?
  2. How can I edit email templates?
  3. How can I delete email templates?
  4. How can I create email template folders?
  5. How can I create mail merge template folders?
  6. How can I import mail merge templates from MS Word?
  7. How can I delete mail merge templates imported from MS Word?
  8. How can I create SMS templates and folders?
  9. How can I edit SMS templates and folders?
  10. How can I delete SMS templates and folders?

Copy Customization

  1. How can I process copy customization?