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Attributes, User Defined Fields and Custom fields

  • 26 January 2022
  • 1 reply
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Can someone please confirm my assumptions? Are these correct statements?

Attributes: You can define attributes (additional fields) for flexible and meaningful classification but they are limited to leads, opportunities, customers, and inventory items.

 

User defined Fields: The functionality of attributes is not available for all entities. For some of these entities, your organization can create user-defined fields. They will be displayed in an additional Tab “User Defined Fields”.

 

Custom Fields: Attributes and user defined fields can’t be placed at grid or line item level. You would need a custom field for that.

Best answer by Naveen Boga

Hi @adilaleem  According to me above assumptions are correct.

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Naveen Boga
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  • Captain II
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  • January 27, 2022

Hi @adilaleem  According to me above assumptions are correct.


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