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CRM – Create custom fields

  • Updated
  1. Click on the ‘Settings’ tab in the menu bar.
  2. Click on ‘Custom fields’.
  3. Click the      for the field to type the additional criteria.
  4. From the drop-down choose if this field is to be mandatory or not.
  5. Select from the drop-down what type of fields this needs to be.
  6. If the drop-down is selected as a field, a values box will appear; to enter the options for the drop-down.
  7. Click the ‘Tick’ to Save.
  • A maximum of 5 custom fields can be created.