CiuisCRM: Custom Fields

Custom Fields

How to manage Custom Fields?

"Custom Fields" tab can be found under the settings page as follows :

All the existing custom fields are displayed here.

1. To create a new one, click on the "Create" icon as shown.

1. Fields Belong to : Select on which page you want your custom field to be displayed eg : Proposal.

2. Fields Order : Order of the fields in integer.

3. Field Type : you can select which field type you want to add to your pages eg : Datepicker, checkbox or Text box.

4. Toggle : If toggle to "Only admin" only the admin will be able to use , If the toggle is off the custom field is accessed by all staff.

5. Click on "Create" button.