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This lesson will list and give a brief breakdown of the types of custom field available in SaasCase. To see the process of creating case custom fields, use this lesson here. For contact custom fields, click here

Text Box

 

The text box field allows you to enter your own short text values, for example a name or an address.

You can edit the character limit for the field as well as setting phantom placeholder text or default text that will replace the phantom text and serve as a default value in the field.

You can also validate a field as required which will mean that a user must populate it in order to proceed.

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