Designed to simplify the adding of new fields to the CRM.
Instructions
1. Go to any customer record and open the 'Custom Fields' tab
2. Click on the 'Add Custom Field' button
3. Refresh your browser to see the new fields under the Custom Fields tab
Intuitive add field form
Instructions
1. Go to any customer record and open the 'Custom Fields' tab
2. Click on the 'Add Custom Field' button
3. Click 'Add an item'