How to Create Custom Fields

How to Start Using eWay-CRM » Administration / Customization » How to Create Custom Fields

Contents

  1. How to Create a Custom Field
  2. How to Categorize Custom Fields

How to Create a Custom Field

  1. Click Administration Settings on the eWay-CRM ribbon.

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  2. Click Custom fields under the Module settings tab.

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  3. Select the module you want to create the field for.

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  4. Click New.

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  5. Choose the field type. Learn more about field types.

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  6. Specify the field name (and, optionally, comment and category). Click OK.

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  7. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

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How to Categorize Custom Fields

  1. Click Administration Settings on the eWay-CRM ribbon.

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  2. Click Drop down menus under the Module settings tab and double-click Custom Field Category.

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  3. In the pop-up window in the FileAs field type the name of the category and press TAB or the down arrow button on your keyboard.

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  4. To move categories up and down or delete them, use buttons on the left side of the item window.
  5. While creating or editing custom fields, set a category for each of them.

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  6. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

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  7. Now you can see fields divided into categories under the Custom Fields tab in the item window.

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