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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.

Administration Settings

  1. Click Custom Fields under the Module Settings tab.

Custom Fields in Administration Settings

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

Modules in Custom Fields

  1. Click New.

New Item in Administration Settings

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

Create Custom Field

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

Create Custom Field

  1. 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.

Synchronization

How to Categorize Custom Fields

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

Administration Settings

  1. Click Drop Down Menus under the Module Settings tab and double-click Custom Field Category.

Custom Fields Categories

  1. 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.

Custom Fields Categories

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

Custom Fields Categories

  1. 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.

Synchronization

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

Custom Fields Section

 

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