How to Configure Data Types for Custom Fields of a Purchase and Product Object

Objective

Configure data types for custom fields of a purchase object or product object

Applies To

• Data types
• Custom fields

Procedure

Purchase Object

1. Log in to Outreach.
2. Click Administration.
3. Navigate to Records > Purchases.
4. Click Add Configuration then select the desired field.
5. Define the label and specify the field type (e.g., Text, Number, Percentage) for the custom field.

Product Object

1. Log in to Outreach.
2. Click Administration.
3. Navigate to Records > Products.
4. Click Add Configuration then select the desired field.
5. Define the label and specify the field type (e.g., Text, Number, Percentage) for the custom field.