Add/ Remove Fields

To add or remove fields from the detail view layout:

1. Navigate to Administration > Customer Goals.
2. Click Settings tab.
3. From the Available Fields panel, use the drag-and-drop method to add the fields into the Detail View Layout. 

To remove fields:

1.  Click the three horizontal dots menu on the field.  
2. Select Remove. The field is removed from the layout but can still be found under Available Fields.

Delete Fields

To delete fields permanently from the system: 

1. Click the three dots horizontal menu on the field. 
2. Select Delete.

Note: System fields cannot be deleted.

View Field Details

To view field details:

1. Click the three horizontal dots menu on the field.
2. Select View Details to view the Field Name, Default Value, and Description.
3. (Optional) To create a dependent picklist, select the controller picklist from in the Controller Field dropdown.
4. (Optional) To make this field mandatory for the end users, select the Mark it as a mandatory field option. 
5. (Optional) To make this field unique to Customer Goals, you can select the Hide this field in other application areas option. 
6. Click Save.

Reorder Fields in Detail View Layout

Use the drag-and-drop method to rearrange the fields. In the detail view layout, the fields will be visible in the order defined here. 

Note: Goal Name and Created Date are always displayed on the top of the detail view and cannot be modified.

Create Custom Fields

To create custom fields:

1. Click Create Field. The Create Field slide-out panel appears.
2. Provide the required details. 

3. (Optional) Click Show Advanced Options to configure advanced settings.

• If you want to ensure that a value for this field is provided, click the Mark it as a mandatory field checkbox
• If you do not want this field to appear in any other application area except Customer Goals, select the Hide in other application areas checkbox.
• In the Lookup section, create lookups by selecting the object and the field. For more information refer to the Data Import Lookup  article.

Note: Multi-Currency is not supported for Customer Goals.

Create Status Options

To create custom status options:

1. Navigate to Administration > Customer Goals.
2. Click Settings tab.
3. In the Status section, click Create Status.
4. Provide a name for the status.
5. Select a color.
6. Set the toggle to Active. The status option is not visible to the users in the Status dropdown menu if it is not active.
7. Click Save. 

Customize Status Options

Customize the name or the color associated with existing status options.

To edit the name:

1. Navigate to Administration > Customer Goals
2. Click Settings tab.
3. In the Status section. hover over the status option that you wish to edit
4. Click the edit icon that appears.
5. Enter the new name. 

To change the color:

1. Hover over the status option.
2. Click the dropdown icon.
3. Select a color.

Activate/Deactivate Status Options

All the active status options are displayed in the Status dropdown menu that is used by CSMs in the detail view page. Deactivating a status option removes it from this dropdown menu i.e. CSMs cannot use this option to indicate the status of their goals.

Note: Deactivating a status option does not affect the goals that are currently using this status option.

Delete Status Options

Deleting a status option removes it permanently from the system i.e. once deleted, the status options cannot be recovered.  

To delete a status option, hover on the respective option and click the delete icon that appears. Select Confirm in the confirmation box.

IMPORTANT: Before you delete a status option, update the status of the existing goals wherever the status option is currently in use.