Your CRM enables you to create and organize Lead tabs and fields in the way that suits your business the best. You can also set custom access permissions for both the tabs and the Lead fields.
In this article, we show how to create and manage your Lead tabs and fields.
To manage your Lead fields open the Manage Lead Fields page from the Administration page (Leads > Manage Lead Fields):
In v1, you can also open the Manage Lead Fields page directly from the lead by clicking on the Edit icon next to the Lead's name:
In v2, you can access the Manage Lead Fields page from the Actions tab:
Adding a New Tab
To add a new tab to your Lead, click Add New Lead Tab, select the tab Type, and enter the Tab Name.
If needed change the tab Position and Visibility and click Add:
For more information on tab types please see our article on Lead Tabs.
Deleting a Tab
To delete an existing tab, click on the Delete button for that tab.
Tab deletion cannot be reversed and you will be asked to confirm the deletion before the tab is permanently deleted:
Editing Tab Settings
To edit the Tab's settings, click Edit Tab:
A popup window now appears where you can change the tab type, name, and position in the lead form.
Once you've configured your tab settings click Save and the new settings will be saved:
Editing Tab Permissions
To change the tab access permissions click on the Permissions button:
In the popup window which appears, select the User Classes that will have access to the current tab and when finished click Save:
Managing Tab Fields
To manage your tab fields, click Add/Remove fields on the tab that you wish to edit:
Your existing tab fields will now be shown and you can edit/delete fields or add new ones:
Adding a New Field
To add a new field click Add New Field:
In the popup window which appears, enter the information about the field. Some settings will not show based on the Field Type that is selected.
Field Label - display name of the field.
Report Alias - Optional name used in reporting instead of the Field Label (ex. DBA ZIP instead of ZIP).
Field Type - this determines how it looks and functions and what options are available.
Field Alignment - the position of the field relative to those around it.
Searchable - whether or not the field should be searchable from the home page and search bar.
Field Length - for Text and similar fields, this is the number of characters that will show in the field without having to scroll. An option to not allow longer values in the field will show when applicable.
Field Height - for Text Area fields, this is the number of lines to show by default. The height of the field is adjustable while viewing the lead.
Default Value - the value that is populated in the field automatically when a new lead is being created.
If needed, you can also set the field to one of the Special field types (e.g. Merchant ID):
Use the Options button to enable additional functionality on your field, such as adding a field tooltip or enabling the field hyperlink. The options listed will vary by Field Type -- in some cases there are no options:
Here is a short description of the field options that may be found on different types of fields:
- Enable ZIP Code AutoFill—Enables a user to automatically fill in the City, State, And ZIP fields by entering a ZIP code and selecting an option from a pick list.
- Enable Copy Button—Adds a Copy button to a field that copies the values from one set of fields to another.
- Enable Dupecheck—Enables the Dupe Checker to search for lead duplicates using this field.
- Enable Hyperlink—Adds a browser icon next to the field that opens the field's web address in a new tab.
- Enable Field Format—Formats the fields as an SSN field, a date field (99/99/9999 or 99/9999), or a ZIP code field (99999 or 99999-9999).
- Enable Tooltip—Allows you to add a field description which is displayed to the user as a tool tip when hovering over the field.
- Enable Dialer—Adds a phone icon next to the Phone field for quick dialing.
- Enable SMS—Adds an SMS icon next to the Phone field for sending SMS messages quickly.
- Enable Google Maps Search—Enables a user to view the saved address in Google Maps with a single click.
After you finish editing your field settings click Save and your new field will be added.
The field shows the basic field information including the API ID number and the field usage (which shows the number of leads on which the field has been populated).
You can also use the action shortcuts to manage the field or delete it:
After the field is created it is recommended to preview it on the Lead form in order to confirm that the field is correctly aligned and appears on the Lead as expected:
You can also update the field alignments right on the lead form, by clicking the Align Fields toggle button:
Deleting a Field
To delete a field click Delete:
You will be prompted to confirm the deletion and when you do, the field will be deleted.
Editing Field Permissions
To modify the field's permissions click on the Permissions button:
In the popup window which appears, select the Read Only, Hidden and Required options for each User Class as needed.
For the Read Only setting, it will apply only to the view lead page unless enabled by IRIS CRM Support or your IRIS CRM site was created after June 2021, otherwise it will also apply to the New Lead page.
When finished click Save and your new permissions will be saved:
Move Field to a Different Tab
To move a field to a different tab click Move on the field:
In the popup window which appears, select the tab that you wish to move the field to, and click the Save button:
Another popup will appear to confirm that the field has been moved. When fields are moved from one tab to another, they are always saved at the last/bottom position on the new tab.
Editing Field Settings
To modify your field settings click Edit Field:
The field settings will show up in a popup window where you can edit them and then save your changes:
Changing the Tabs or Fields Order
To change the order of your tabs or fields, simply drag and drop a tab or a field onto its new position on the Lead:
Fields with certain Special settings are protected since they have specific purposes within the CRM and should not be removed. These are the Special settings that will set the field as protected:
Business ZIP Code
If attempting to delete a protected field or a tab containing a protected field, a message will display and the deletion will not be allowed:
If a field has one of the protected Special settings selected, the selection cannot be changed from that field. The field will be disabled, and the tooltip text will update its explanation (see image below). Only when going to another field and choosing that Special option can it be updated.