Understanding Field Names, Labels, and Types

There are two key components for every field created in Vault:

• Field Label – The text label that displays on the UI in the application. A field's label can be freely changed.
• Field Name – The name of the field. Altering a field's name may break integrations with external systems. Additionally, any field with the __v or __sys suffix in its name cannot be renamed.

There are two types of fields in Vault CRM: Vault CRM Standard Fields and Custom Fields.

Vault CRM Standard Fields

You can change the labels of these fields, add or remove them from page layouts, or hide them from certain users using Field Permissions. You must exercise caution when hiding certain fields using Field Permissions. For example, hiding the Call Date field from a user who needs to view call reports causes an error when that user tries to view a call report.

An example of a Vault CRM Standard Field Label is Date and the corresponding Field Name is call_date__v. The standard suffix on the Field Name is always __v.

Custom Fields

The Vault CRM application includes several custom fields to use at your own discretion. These fields all have a suffix of __c as the naming convention.

No program logic depends on custom fields. You can delete, rename, and/or change the data types of these fields. You can also create your own custom fields.