Customizations allow you to create custom fields that are added to a tab within each entity's profile. These new fields can be used for searching entities.
Add / Modify Customizations
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the option to Edit Customizations. This will open the customizations window.
- Click in the starred, blank gray line at the bottom of the list.
- Enter the new customized field name.
- If you want to limit the available responses in the field, enter each option into the responses field, separated by a comma.
- Set the order that the customizations will show by entering a number into the sort order. You can edit these at any time to change the order of the questions.
- If you want to add a pre-filled response, you may enter it into the default response field.
- If your input requires a specific format, you can choose it from the arrow within this field. The available options include date, date and time, phone number, and currency. This will format entries to the mask, so entering "08062021" into a field with a date mask will reformat the entry to 08/06/2021.
- If you need to add another field click the new, starred, blank gray row below the one you're currently filling.
- Click the OK button when done. This will close the window.
Search by Customization
- Open the CRM module.
- Click the Advanced Search button on the left side of the screen.
- Enter the value to search for in the customizations section of the search window.
