In Accountable CRM, Company Admins use Custom Fields to tailor contact details according to organizational needs. This functionality enables administrators to capture and manage specific client information - such as loan preferences, referral sources, and key relationship details.
How to Access Custom Fields:
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Custom field", from the Company Dashboard page and You will be redirected to the Custom Fields Page.
Steps To Create Custom Groups:
On the Custom Fields page, Company Admins can create groups to organize custom fields. These groups are displayed as separate sections on Company users's contact detail pages.
Click on the "+ Add Group" button to create a new group.
A modal popup will appear where you can enter a name for custom field group. Once you've entered the details, click "Save" to add the group to the list.
Steps to Create custom Fields.
On the Custom Fields page, Company Admins can create custom fields and assign them to groups. These custom fields are displayed on individual contact detail pages, allowing additional contact information to be captured.
To create a custom field, click on the "+ Add Field" button.
A modal popup will appear where you can enter the custom field required details. Once you've entered the details, click on "Save" button.
Editing or Deleting a Custom groups and custom fields.
To edit a custom field later, click the "pencil" icon next to the custom group and field. And click the "trash" icon to delete the group and field.
Viewing & Managing Custom Fields
The newly created custom field will be displayed on the individual contact page. It can be edited using supported formats such as number, text, or date, as required.
If you have any further questions, feel free to reach out to our coach on call-our team is always ready to assist
- Accountable Support