In CRM, you can use not only predefined fields in the element cards, but also add your own.
💡Custom fields are available for leads, deals, contacts, companies and products.
If you do not have enough predefined fields for work, then just create your own.
❗️You can work with custom fields using Standard and Professional plans. Learn more about plans ➡️ HERE.
Where to create and configure fields?
❗️Only the administrator and super administrator have access to creating and configuring custom fields.
You can do this on the Settings - Sections - Sections settings page. In the CRM block, open the CRM Entity Settings tab and select the entity for which you want to create or configure your own custom fields.
💡 The creation of custom fields is also available in the element cards of any CRM entity.
How to create and configure?
Whether you add a new field through the settings page or directly in the product card, you need to click on the Create a new field button.
The creation form will open. First, be sure to give the field a name.
Next, you can change the ID. This parameter is automatically filled out by the system - it is transliterated into Latin. But you can write your own value.
❗️Please note that the ID must contain only Latin letters.
Next, select the desired Field type from the list.
❗️Pay attention! Once created, the field type CANNOT be changed
❗️The same list of field types is provided for all entities. But for products it is different. You can NOT create a Social networks and messengers type field for them (it will not be available for selection from the list).
And finally, mark whether the field should be multiple (you can select several values for it) or not.
When all parameters are configured, click Save.
The created field will be displayed in the list of custom fields.
If necessary, you can always go to the field settings.
And make changes to its parameters.
You can also duplicate the field.
Its duplicate will appear in the list marked copy at once.
Unlike default fields, custom fields can be deleted. To do this, just click on the trash bin icon. The field will disappear from the list.
Display in the CRM card
Custom fields must be filled out to appear in the deal, lead, company, or contact card. To do this, you need to go to editing mode.
So you can see that the custom field we created is available to work with.
Before filling it out, you can make changes to its parameters if necessary.
This is how, for example, we have. We noticed that we typed the name of the field incorrectly. Therefore, we need to correct it, click on the gear.
The configuration form will open, make the necessary changes and save.
Fill out the field and save it again.
Now it is also displayed in the CRM card.
It is available to work with it in the viewing mode. You can change the value of this field at any time. Just click on the pencil icon next to it.
If you have additional questions or you need to contact the support, send a request to this email [email protected]