{"id":5670,"date":"2017-10-25T14:12:00","date_gmt":"2017-10-25T12:12:00","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=5670"},"modified":"2017-11-08T14:05:49","modified_gmt":"2017-11-08T13:05:49","slug":"how-to-create-or-edit-fields","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-or-edit-fields\/","title":{"rendered":"How to create or edit fields"},"content":{"rendered":"<ol>\n<li>If there is no card in a <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a>, <a href=\"..\/how-to-add-new-cards-to-minicrm\/\">create one<\/a>. If there is a card in the term\u00e9ke already, click on it.<\/li>\n<li>Click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-992\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/testreszaba\u0301s.png\" alt=\"testreszab\u00e1s\" width=\"6\" height=\"25\" \/>\u00a0icon next to the name of the <a href=\"..\/structure-of-cards\/\">Card<\/a>\/<a href=\"..\/business-and-contact-person\/\">Company\/Contact person<\/a>\u00a0and select the Edit fields option.\n<ul>\n<li>If you click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-992\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/testreszaba\u0301s.png\" alt=\"testreszab\u00e1s\" width=\"6\" height=\"25\" \/>\u00a0icon on an opportunity card, you can edit the card fields.<\/li>\n<li>If you click on the name of a company and then on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-992\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/testreszaba\u0301s.png\" alt=\"testreszab\u00e1s\" width=\"6\" height=\"25\" \/>\u00a0icon, you can edit the company fields.<\/li>\n<li>If you click on the name of a contact person and then on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-992\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/testreszaba\u0301s.png\" alt=\"testreszab\u00e1s\" width=\"6\" height=\"25\" \/>\u00a0icon, you can edit the person fields. Here can you edit, for example, the person&#8217;s\u00a0<a href=\"..\/edit-positions\/\">position<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>To edit the <a href=\"..\/field-types\/\">fields<\/a>, click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-994\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/villa\u0301skulcs.png\" alt=\"villa\u0301skulcs\" width=\"25\" height=\"25\" \/>\u00a0icon on the left side.\n<ol>\n<li>If there is a field that is not set in MiniCRM, but data is coming from an external source (for example, via an <a href=\"..\/minicrm-api-2\/\">integration<\/a>), check the Read only field.<\/li>\n<li>If there is a piece of information that should be known in order for the <a href=\"..\/structure-of-cards\/\">card<\/a> to get into the next <a href=\"..\/what-does-status-mean\/\">status<\/a>\u00a0(for example, you need to know the expected revenue before closing the sales process), set the Required from status to status fields.<\/li>\n<\/ol>\n<\/li>\n<li>If you don&#8217;t need a field, click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-993\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/elta\u0301voli\u0301ta\u0301s.png\" alt=\"elt\u00e1vol\u00edt\u00e1s\" width=\"24\" height=\"25\" \/>\u00a0button to delete it.<\/li>\n<li>To create a new field, drag and drop a new <a href=\"..\/field-types\/\">field<\/a> from the right side.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>If there is no card in a term\u00e9ke, create one. If there is a card in the term\u00e9ke already, click on it. Click on the\u00a0\u00a0icon next to the name of the Card\/Company\/Contact person\u00a0and select the Edit fields option. If you click on the\u00a0\u00a0icon on an opportunity card, you can edit the card fields. If you [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[391],"tags":[428,438,450,464],"class_list":["post-5670","post","type-post","status-publish","format-standard","hentry","category-more-customization","tag-contact-en","tag-field-en","tag-import-en","tag-project-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to create or edit fields - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"If there is no card in a term\u00e9ke, create one. 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