Custom directories
Each module comes with built-in standard directories, such as Types, Statuses of clients, tasks, and so on.
In addition, you can create your own directories to link them to additional fields
Let's look at working with custom directories.
Note
To access the directory settings, you need the appropriate rights. If your access is limited 👀, contact the database administrator.
Go to Settings, the Directories - Additional section.
Select a module
For example, the Deals module is selected in the screenshot. This means that all "Custom" added fields and directories will appear in the deal card on the Additional tab.
Click Additional
To access the list of all custom directories.
Note
When you edit an existing value, all records in the database that have this value selected will be updated 💫.
Editing an existing record
To edit a value, place the cursor on the value you want to correct and make the changes. Saving happens automatically.
Adding a new record
To add a new value, click Add. A New record row appears at the bottom of the list. Place the cursor in this row after the text and enter the value you need.
After that, you can create the list of values for the directory.
Deleting an existing record
To delete a previously created value, click the Trash icon and confirm the deletion.
Alert
You cannot delete a record if it is linked to any client. First change the value in the original record, and then delete it.
We suggest watching the video on how to use additional fields when creating a document template
