How to add Custom fields

  1. Login to your Relaso CRM (See how to?).
  2. Go to Account Settings and open the Customer Field tab. You can add multiple custom fields for different pages which can be found under "Record" dropdown.



Note: If the Account Settings is not visible to you then you are not entitled to add any custom fields.

  1. You can select the data type of the fields from the drop down Type.
  2. Give a name of the field in the "Label" input field.
  3. Three check boxes are explained below:
    1. Quick Search - If this box is checked then the particular custom field can be searched from the global search option.
    2. Reporting - If this box is checked then the particular custom fields can be visible in the Reports page.
    3. Is Mandatory - If this box is checked then the particular custom fields is mandatory for a particular page chosen in the Record drop down.
  4. Help field is used to add any description for that field.
  5. Click on Save.