Adding Custom Fields

The purpose of this article is to guide you through the process of creating custom fields that cater to your specific needs in the CRM.

1. Click "Settings"

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2. Click "Custom Fields"

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3. Click "Add Field"

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4. Click "Single Line"

Used for small text inputs.

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5. Click "Multi Line"

Used for larger text inputs.

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6. Click "Text Box List"

Offers a list of inputs that need to be filled.

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7. Click "Number"

Must be a numeric input, including decimal points if needed.

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8. Click "Phone"

Used for capturing phone numbers, with a selector for country code.

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9. Click "Monetary"

Only for currency inputs, such as salaries or hourly wages.

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10. Click "Dropdown (Single)"

Presents a list of options to select from, with only one option allowed.

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11. Click "Dropdown ( multiple )"

Similar to single options field, but allows for multiple selections.

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12. Click "Radio Select"

Presents a list of options with only one option selectable.

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13. Click "Checkbox"

Allows for multiple selections from a list of options.

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14. Click "Date Picker"

Opens a calendar for selecting a specific date.

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15. Click "File Upload"

Allows for uploading various file types, with an upload limit available.

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16. Click "Signature"

Allows for collecting a signature via computer mouse or touchpad.

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