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CRM Custom Fields

Internal CRM allows you to create custom fields such as customer instances with unique date of birth or date of employment, etc.. A customer record stores information such as name, address, phone numbers, and offers the capability to customize the customer object with custom fields. Use the Fields tab to specify a custom field for the Internal CRM.

To create new CRM Customer Field:

  1. In the Configuration menu click CRM.

  2. In the CRM page, click the Fields tab.
  3. Click next to the Add Customer Field.

    The following Add New Custom Field (Customer) tab appears.

    Figure 102: CRM page, Customer Fields tab

  4. Enter the field properties and Save.

    For details, refer to the Summary of CRM Field Properties.

    Follow the above instructions to create new Case, Follow-up, and Task Fields.

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