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For those who prefer written guide

Contents

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

How to Create a Custom Field

  1. Click Administration Center on the eWay-CRM ribbon.
  2. Administration Center

  3. Click Custom Fields in the left menu.
  4. Custom Fields in Administration Settings

     

  5. Select the module you want to create the field for.
  6. Modules in Custom Fields

     

  7. Click Add a Field.
  8. New Custom Field

  9. Choose the field type. Learn more about field types. Specify the field name (and, optionally, comment and category). Click Next and Create Field.
  10. Create Custom Field

  11. 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.
  12. Synchronization

How to Categorize Custom Fields

  1. Click Administration Center on the eWay-CRM ribbon.
  2. Administration Center

  3. Click Drop-Down Menus in the left menu, select Custom Fields module and move mouse over Custom Fields Category and click pencil icon to edit this drop-down menu.
  4. Custom Fields Categories

  5. In the pop-up window, click + icon to add new value and type the name of the category into the Tech. Name column.
  6. Custom Fields Categories

  7. To move categories up and down, drag and drop them by the icon left in the row. To delete them, click bin icon.
  8.  

  9. While creating or editing custom fields, set a category for each of them.
  10. Custom Fields Categories

  11. 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.
  12. Synchronization

     

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

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