Maximum Number of User Defined Fields (UDFs)

User Defined Fields (UDFs) are created in the Opportunity Types belonging to each separate feature, for example Opportunity Types - Event Sales or Opportunity Types - Speaker (Session Proposals). There is no limit to the number of Opportunity Types created within Enterprise, however there is a maximum limit to the number of fields which can be created within each individual Opportunity Type.  Each Opportunity Type has 100 fields available and they can be a combination of:

  • Up to 50 text fields (includes personnel, contact, URL, alphanumeric, etc.)
  • Up to 30 numeric fields
  • Up to 20 date fields

 

 

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Comments

9 comments

Date Votes
  • Sean Tame

    Do Headings and blank lines still require a field to be assigned to them?  This can be a waste of fields as they don't hold any data.

    0 upvotes

  • Caty Pomeroy

    Hello Sean!

    A header or blank line will utilize the 50 text fields, however you can always use a "Plain Text" Custom Field for headers, and "Note" Custom Field for blank lines to help reduce the text fields.

     

    Please let me know if you have any other questions!

    - Caty

    0 upvotes

  • Sean Tame

    Me again!

    Can we have a way to stop headings taking up a TXT field in the UDF set?  They don't store any data so I don't see why they need to be linked to a field.

    There are several areas of the system that do not allow varying UDF sets (only one selection is possible) therefore we are forced to cram many options into the one set.  This is then compounded by the fact that headings further reduce our ability to fit everything in which seems easily avoidable.

    0 upvotes

  • Andreas Langer

    Hi,

     

    was the number raised with recent releases? Or is it still just this:

    • Up to 50 text fields (includes personnel, contact, URL, alphanumeric, etc.)
    • Up to 30 numeric fields
    • Up to 20 date fields

    1 upvotes

  • Maggie U.

    Hi Andreas,

    The above limits remain.

    Thanks!

    Maggie

    0 upvotes

  • John Simpson

    I have said it many times before, it would be useful if there were more numeric fields available

    5 upvotes

  • Michaela Bluhm

    It would be helpful if the above limits could be increased. 20 date fields are definitely not enough. Thanks

    1 upvotes

  • Craig Thompson

    Beyond the need for additional UDFs, I would argue that getting the alphanumeric fields beyond their 255 character limit would be quite helpful.  Yes, an Inline Note will achieve a similar effect if you really want to create a bunch of Notes and abandon years of data living in UDFs. 

    The 255 character limit reminds me of the the 2 digit year decision from decades ago.  I wonder what it would take to get over this hump.

    2 upvotes

  • Monika Dudani

    Hi Craig,

    Please submit an enhancement request describing your use case. Follow the steps below to enter your request.

    1. Access the Support Center. (https://supportcenter.ungerboeck.com)
    2. Go to the Community by clicking on the Collaborate!
    3. Click on the Product Ideas
    4. Click the Enter the Forum button for the forum where you would like to add the enhancement request.
    5. Click the Create a Post in this Topic
    6. Complete the form and click the Submit

    Regards,

    Monika

    0 upvotes

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