Custom Configurations, like web tabs, store additional information that cannot be grouped under the pre-defined modules. Unlike web tabs, custom configurations are accessible only via Setup.
The term 'custom configuration' refers to the fact that you can create your own set of data that can be configured elsewhere if needed. Custom configurations mainly serve as a backdrop to select data in other custom modules, Asset, or CMDB. Here is an illustration that highlights the benefit of custom configurations:
Scenario: The administrator has created a web tab titled Client Portal and wants to add bank details to each client record.
Case 1: Add bank details directly to the client records.
The administrator can configure the Client Portal form to hold all the relevant data using various fields. However, this would mean that any technician with access to Client Portal can view sensitive information.
Case 2: Use custom configurations to select the bank details in client records
The administrator can set up a custom configuration titled Bank Details and store the relevant information there. Then the data can be configured as lookup fields in Client Portal. This will ensure that only technicians with adequate permissions can access the bank details while other technicians will be able to view only the bank name from Client Portal.
Apart from storing critical data, custom configurations are also used to store data that need not be displayed at large. Technicians can access custom configurations from Setup >> Customization >> Custom Configuration if they have the permissions configured with their roles.
Content
The information relevant to the custom configuration is collected and stored as Records. You can add records to a custom configuration from the Custom Configuration page. Select the custom configuration where you wish to add records from the filter drop-down and follow the steps below accordingly:
You can view the list view of custom configuration records under Setup >> Customization >> Custom Configuration. In the filter drop-down, select the custom configuration whose records you wish to view.
You can view the details of a record by clicking its name. A pop-up window appears on the screen where the record details will be displayed.
You can also configure custom configuration records as lookup fields. Lookup fields help you refer data from one module to another. You can link the custom configuration records to other custom modules, Assets and CMDB. To learn more, refer to Configuring Custom Module fields as Lookup Fields.
You can edit or delete the records in a custom configuration from the Custom Configuration page. Select the custom configuration where you wish to add records from the filter drop-down and follow the steps below accordingly:
Click the 
icon beside the record that you wish to edit and select Edit.
The Edit Record form opens up. Fill in the relevant details.
Click Save.
Click the 
icon beside the record that you wish to delete and click Delete.
Click Yes to confirm.
You can also bulk-delete several records. Select the records you wish to delete and click Delete on the header.
Using the 
icon on the top right of the toolbar, you can:
You can search for records in a custom configuration based on the column criteria. Click the 
icon on the far right of the toolbar to start searching.
See also: Custom Modules, Web Tabs.