Custom Fields for Milestones

To create a custom field:

1. Navigate to the Settings area and select the Fields menu.
2. Select the sub-type (Activities, Contacts, etc.)
3. Press the ‘Add Field’ button in the menu above the list of fields.
   1. The ‘Add Custom Field’ window will open.
4. Select the type of field
   1. Please note that the steps below may vary slightly depending upon the type of field chosen.
5. Press ‘Next’
6. Give the new field a name and, if desired, a description.
7. If the new field should be mandatory, check the box next to ‘Required’
8. Press ‘Next’ and select any other necessary information such as validation options as required.
9. Press ‘Create’