We have introduced the following customization abilities in the local CRM for our customers' convenience and better usability. We have categorized the existing CRM fields into:
You can view the system predefined fields in Configuration Manager, but cannot edit or delete them.
To view the system predefined fields:
You can now define any existing or new predefined and custom field as mandatory. Mandatory fields can be added to Customer, Case, Task , and Follow-up objects. When creating new customer records or cases in Agent Console for example, agents must enter data into the mandatory fields such as Name, Email, or Address .Mandatory fields cannot remain blank.
Note: System predefined fields are view only and cannot be edited.
To mark a predefined or custom field as mandatory:
Log in to Configuration Manager.
You can now hide any existing or new predefined and custom field. The hidden fields can be part of Customer, Case, Task , and Follow-up objects .
To hide a CRM field:
You can now change the display order of CRM fields. The CRM fields appear under Customer, Task, Case, and Follow-up objects in Agent Console. This feature is available to both custom and predefined fields. The system predefined fields cannot be moved. For example, in Customer Fields you can only move customertype which is a predefined field, in addition to the custom fields you have created.
To customize the display order of the CRM fields:
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