How to Create Custom Fields
Contents
How to Create a Custom Field
- Click Administration Settings on the eWay-CRM ribbon.
- Click Custom fields under the Module settings tab.
- Select the module you want to create the field for.
- Click New.
- Choose the field type. Learn more about field types.
- Specify the field name (and, optionally, comment and category). Click OK.
- 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.
How to Categorize Custom Fields
- Click Administration Settings on the eWay-CRM ribbon.
- Click Drop down menus under the Module settings tab and double-click Custom Field Category.
- 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.
- To move categories up and down or delete them, use buttons on the left side of the item window.
- While creating or editing custom fields, set a category for each of them.
- 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.
- Now you can see fields divided into categories under the Custom Fields tab in the item window.