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.

   

2. Click Custom fields under the Module settings tab.

   

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

   

4. Click New.
   

   

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

   
   

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

   

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.

   

How to Categorize Custom Fields

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

   

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

   

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.

   

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.

   

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.

   

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