How To Create Custom Fields ?

1. Click on Go To CRM

2. Click on Custom Fields

3. Click on Add Custom Field

4. Enter A Custom “Field Name”

5. Type A “Description For Your Reference”

6. Select A Field Type

String Is Used to Store Alpha Numeric Values, Number Is Used to Store Numeric Values, Date is Used to Store A Date in Custom Field. In Most Cases String is the Suitable Field Type.

7. Select A Color String

8. Select / Leave Blank if you want to See / Not See this Custom Field in Chat Panel & Contacts Table in CRM

9. Click on Save

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Last updated 3 years ago

hashtag1. Click on Go To CRM

hashtag2. Click on Custom Fields

hashtag3. Click on Add Custom Field

hashtag4. Enter A Custom “Field Name”

hashtag5. Type A “Description For Your Reference”

hashtag6. Select A Field Type

hashtag7. Select A Color String

hashtag8. Select / Leave Blank if you want to See / Not See this Custom Field in Chat Panel & Contacts Table in CRM

hashtag9. Click on Save