The Fields page allows you to manage and add new Custom Fields & Setup Values, including:
Revenue Categories
Referral Sources
Lost Reasons
Booking Types
Task Types
Event Types
Event Setup Styles
Account Types
Market Segments
Document Types
Custom Fields
One feature of editing these items from the Chain Dashboard is the ability to convert them from Organization level, to Chain level. This action will make the item available to all Organizations within the Chain.
Items added from the Chain dashboard will automatically make it available to all Organizations within the Chain.
Please note: Custom Fields settings are shared across the Chain, adding a new Custom Field will automatically make it available to all Organizations within the Chain. When archiving, they're automatically archived for all Organizations.