How To Create Custom Fields In CRM?

1. Click on Go To CRM

Click on Go To CRM

2. Click on Custom Fields

Click on Custom Fields

3. Click on Add Custom Field

Click on Add Custom Field

4. Enter A Custom “Enter title “

Enter A Custom "Enter title "

5. Enter A “Description as per your preference”.

Enter A "Description as per your preference".

6. Click on Select 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.
Date-Time (Timestamp) is Used to Store dates/times, useful when creating repeated broadcasts.

In Most Cases, String is the Suitable Field Type.

Click on Select Field Type

7. Select a Color String

Select a Color String

8. Select/Leave blank the check box.

Either you can Select OR Leave blank if you want to See / Not See this Custom field in Chat Panel & Contact Table in CRM

Select/Leave blank the check box.

9. Click on Save

Click on Save

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