Create Custom Fields
Applies to
For those who prefer written guide
- Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.
- Click Fields in the left menu.
- Select the module you want to create the field for.
- Click Add a Field.
- Choose the field type. Learn more about field types. Specify the field name (and, optionally, comment or other settings). Click Create Field.
- 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.