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CRM - Custom Fields Extension

When your CRM needs additional custom fields, this plugin helps you create them out of large types of fields, including regular text to map, address, location, and signature, etc.

The below steps describe how to create a custom field using the custom fields extension plugin.
1. Admin > My Customers > Own Fields. 
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2. Click on any group to expand the list.

  • Data Elements
  • Upload
  • Content
  • Others
Data Elements:
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3. For this tutorial, create from the 'Data Elements.' Pick the 'Address' field type to create an additional address to store customers' native address.
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4. Fill in the data for the 'General' tab.
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5. In the 'Placeholder' tab, provide a placeholder text. 
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Placeholder text can be very useful if you expect the data entry in a certain  standard such as phone numbers in (555) 555-1234
6. In the 'Tutorial' tab, provide a tutorial text. The user who enters the data can see this text when clicking on the 'Tutorial' or hover over the field.
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7. Move to the 'Permissions' tab and enable permission to insert new records and edit existing records.
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8. Create it. 
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