Create Custom Fields

For those who prefer written guide

1. Go to the section Fields in the Administration Center. You need to have eWay-CRM account with administrator permissions to do so.

 

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



 

3. Click Add a Field.



 

4. Name the field and choose the field type. Learn more about field types. Specify the field name (and, optionally, comment or other settings). Click Create Field.



 

5. Assign a category to the field, which will then be used to group it in the item detail. If you want to edit the categories, simply click Edit Categories.



 

6. Here, you can use the + button to create a new field, change their order, or delete categories you no longer want and that are not being used. Save your changes, then click Create Field.



 

7. The field will then appear (under the selected category) in the Custom Fields section on the item detail, both in eWay-CRM Online and in eWay-CRM Desktop.





 

8. to see your new custom field on the item dialog, use Form Designer – see Create Custom Forms.