Custom fields
Each module comes with built-in standard fields: Name, Responsible, City, and so on.
In addition, you can create your own fields, which can be linked to
Warning
Do not have access to the settings? Please contact the administrator 👑 of your subscription to be granted the rights
2ways to create custom fields.
Way 1.
Go to Settings, the Custom data fields section.
Select a module
Select the module for which you want to create a custom field.
Additional fields are not shared across modules and are available only in the module they were created for.
Alert
The new additional field will appear in the database 👉 after you refresh the page.
Editing an existing field
To edit a field, place the cursor on the title of the field you want to correct. A window opens where you change the name and save.
Adding a new record
To add a new value, click Add. A window opens where you enter the Field title.
Data type: you can link the field to an existing directory or to a newly created one.
*After the field is created, the Data type cannot be changed.
Disabling a field
If a field is no longer used, it can be deactivated. To do this, switch the Enabled toggle to the gray position in the list of additional fields. There is no option to delete a field.
Way 2.
Directly inside the card. For example, you want to create an additional field for a client card. Without leaving it, go to the tab
- [x] Additional
- [x] Additional fields
- [x] Add custom field
In the same way, you can create fields in the Task/Deal/Document/Finance/Product card
All newly created fields can be displayed as a column in the general list
We suggest watching the video on how you can use "custom" fields and directories when working with documents
