How settings, permissions, and custom fields affect what users see

INTENDED SEARCHES: settings, permissions, roles, custom fields, cannot see option

Settings and permissions control what users can see and do.

A user may not see an option because:

- Their role does not allow it.

- The module is not enabled.

- The record status does not allow that action.

- The account uses different settings.

- The field is a custom field and not available everywhere.

Custom fields:

Custom fields are used when the company needs to store information that is not part of the standard record.

Good use of custom fields:

- Customer-specific measurements.

- Service-specific details.

- Extra reporting fields.

- Information that should be structured, not buried in notes.

Why this matters:

Permissions protect the system, and custom fields help the company track information consistently.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.