For a video tutorial see this article: Create Fields & Add to a Field Set
If you're trying to create a new field on an object for your first time in Salesforce, we recommend contacting our Support Team for help deciding what type of field is best for your business based on what you're trying to accomplish with the new field.
If you are familiar with creating Custom Fields in Salesforce, it's important to note, Field creation in improveit 360 is different than in a typical Salesforce environment. improveit 360 uses Field Sets (in addition to standard Page Layout) and implores the use of the First Time Setup tool anytime new Fields are added. Follow the instructions below carefully to make sure your field makes it onto the desired page.
1. As the System Admin, go to Setup and expand the Create menu on the left, then select Objects.
2. Select the object from the list that you want to add your field to. In this example, we'll select Appointment. From the object screen, scroll to the "Custom Fields & Relationships" menu and click the "New" button.
3. On step 1 of creating your field, you'll select your data type. This will define what you are able to enter in your new field. Then click "Next". For our example we're going to use the "Text" type. With the text type, you can type whatever you want in the field as long as the number of characters do not exceed the limit. You can set the limit yourself, but a text field is naturally capped at 255 characters.
4. For step 2, enter the details for your field, then click Next.
5. For step 3, you'll pick field level security. If you want to learn more about this, see Field Level Security. For now, unless you want to keep a certain profile from seeing or editing the field, make sure that the checkboxes are set to "visible" for all, then click Next.
6. Finally for Step 4, you should choose to check all page layouts unless you know specifically what these do. Then click Save.
7. Congratulations, you've made a new field, but it is not yet visible on the page. If you just created the field for reporting use or use while inline editing, this may be all you need. However, if you want to be able to edit the field on the page, you'll need to add it to a field set. Follow the rest of this guide to do so.
8. After saving your new field, you should arrive back on the object you started from. In this case, back on the Appointment object. If you're not or if you clicked away from it, go back to the object you created the new field on. From here, you'll need to scroll down much further than before to find a section called "Field Sets". You'll notice this section has Field sets with names that closely correlate with the different sections you see on your appointment records. On the appointment, you should recognize the "Information", "Scheduling" and "System Information" field sets, among a few others. Click "Edit" next to the field set you want to add your new field to. This will add your field somewhere under the heading that matches the name of the field set. For our example, we're choosing Appointment - Information.
9. Drag and drop your field from the top window to the "In the Field Set" window and click Save. The fields that appear in the "In the Field Set" window are displayed left, right, left, right, in order from top to bottom. These are the only fields that are customizable on the page and are always displayed below the standard fields. Standard fields not listed here will always display on the page.
10. Run First Time Setup. This may be hidden in your "All Tabs(+)". If you can't find it or know how to use it, take a look at this article: First Time Setup
11. You're done , the field should display on the page and be usable by you. A quick note, do not put the same field on the same object in two different field sets unless one is specifically a "mobile" or "quick sale" field set. Putting it visible on the page twice is called "double exposure" and will lead to you not being able to edit the field.
For a video tutorial see this article: Create Fields & Add to a Field Set