This video covers how to create Custom Date fields to track specific dates on a Project. We then create Custom Formula fields to calculate the Number of Days between those Dates. For example: On every Project, our company wants to track the number of days from the Sale to the Installation.
Follow along to create your own 'Days from Date to Date' field. This allows you to Report on this information however, the Fields have not been added to the User Interface. Following the steps in our next video to "Add Fields to a Field Set" to make your new Field visible on the page!
In the second video we show how to Add Fields to a Field Set. Be sure to Run 'First Time Setup' or Run a System Integrity Check anytime you Add or Remove Fields from a Field Set.
See also: Adding Fields to the Lead Entry Page using the 'Quick Sale' Field Sets on each Object