This form can list all the custom fields that are defined for this action type. These fields are grouped under Section headings and so may identify values that apply to different parts of the business.
The purpose of these entries is so that you can group the various actions. You can then apply filters based on these entries so that you can, for example, report actions that require to be followed up. These fields are based on the action type.
Identify any Custom fields that are set for an action type and are to be prompted during the recording of that Action Type. Existing ones are listed and you can click Add to select others for the list or Copy From to copy fields from another action type. Click Remove after checking one or more boxes to delete custom fields from the list.