Custom Field Descriptions to Show When Using the Field
My team uses custom fields on opportunities for unique tracking. The description of the custom field is where we have the instructions for how and when to use the field but is only seen if you go to the custom fields page.
Can the description of a custom field appear when USING the custom field? For instance, when you click into the custom field to select from the dropdown menu, you would also see the description of the custom field which explains when you would need to use the custom field. That way my team does not have to reference back to the custom field list or an SOP in our files.
Katie Hayhurst
shared this idea
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Catherine Bucholz
commented
This would be very helpful to our team!
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Scott
commented
Super helpful, explanations especially helpful when deciding which custom field dropdown choice to choose. Maybe hover over popup box with the description...?