How to add Custom fields
- Login to your Relaso CRM (See how to?).
- Go to
Account Settingsand open the
Customer Fieldtab. You can add multiple custom fields for different pages which can be found under
Note: If the Account Settings is not visible to you then you are not entitled to add any custom fields.
- You can select the data type of the fields from the drop down
- Give a name of the field in the
- Three check boxes are explained below:
Quick Search- If this box is checked then the particular custom field can be searched from the global search option.
Reporting- If this box is checked then the particular custom fields can be visible in the Reports page.
Is Mandatory- If this box is checked then the particular custom fields is mandatory for a particular page chosen in the Record drop down.
Helpfield is used to add any description for that field.
- Click on