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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.

    eWay-CRM Administration Settings

  2. Click Custom fields under the Module settings tab.

    Custom Fields in Administration Settings

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

    Custom Fields Modules

  4. Click New.

    New Custom Field

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

    Select Type

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

    Custom Field Card

  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.

    eWay-CRM Synchronization

How to Categorize Custom Fields

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

    eWay-CRM Administration Settings

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

    Drop Down Menus

  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.

    Drop Down Menu Values

  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.

    Custom Field Category

  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.

    eWay-CRM Synchronization

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

Custom Fields Section With Categories

 

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