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.
Create Customizations
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the CRM subtab on the left side of the screen.
- Choose the Edit Customizations option. This will expand the section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter a description for the custom field.
- 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.
- Select the Update button on the category row.
Add Customizations to Entity
To view customizations on an entity profile, select the Customizations tab in the entity profile.