Custom Fields
Custom Fields
The Custom Field Master is used to create and manage custom fields in a CRM system. By creating custom fields, you can capture additional information about your customers and tailor your CRM system to meet your specific business needs.
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Add Custom Fields
Go to Top Panel > Settings > CRM > Custom Field > Add Custom Field
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Field Name |
Description |
---|---|
Custom Group
|
This field allows you to select the custom field group to which the custom field belongs. Custom field groups are used to organize custom fields within a CRM system. |
Title
|
This field is used to enter the name of the custom field |
Type
|
This field allows you to select the type of custom field you want to create. The available types are text area, text box, radio button, checkbox and Dropdown |
Values
|
If the custom field type is a drop-down, checkbox, or radio button, you can enter the possible values for the field. For example, if the custom field is a drop-down list of countries, you would enter the names of the countries as the possible values. |
Description
|
This field allows you to provide additional information about the custom field. |
Edit Custom Fields
Go to Top Panel > Settings > CRM > Custom Field > Edit Custom Field
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Delete Custom Field
Go to Top Panel > Settings > CRM > Custom > Delete Custom Field
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