1) Mainline fields only, no subrecords (including address/item lines/expenses etc.)
2) Field must be enabled in default form for record type
3) I think* multiselect fields often have problems.
4) Field sourcing must be turned off.
5) Field filtering may/may not work. (native filter will, custom fields filtering won't generally)
6) I think there's a suite answers article on this, but not inclined to go digging for it.