Custom fields in SalesTown CRM allow businesses to capture specific information that is unique to their processes, enhancing data relevance and utility. They enable tailored data collection and better segmentation, leading to more personalized interactions and improved decision-making. Managing their visibility in different views is crucial for tailoring the CRM to meet your specific business needs.

This guide will walk you through the steps to add custom fields to leads and manage their visibility using switch buttons in SalesTown CRM.

Guide to Add the Custom Fields in the Leads

1. Navigate to Custom Fields Settings

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the Tools< Customize Fields option.
  • This will open the customize data fields page.

2. Add a Custom Field to Leads

  • Click and choose the Leads tab
  • Then click on the Add Custom Field button.

3. Fill in Custom Field Details

  • A pop-up form will appear to add the custom field. Fill in the following fields:
      • Field Name*: Enter a name for the custom field.
      • Field Type*: Select the type of field (e.g., short text, long text, dropdown, number, date, time).
      • Dropdown Value: If chosen dropdown, then enter a dropdown value for the field.
  • Click the Save button to add the custom field.

 

Guide to Manage the Custom Field Visibility

1. Toggle Visibility:

  • In the customization interface, all the added customized field will be shown in a list form in every Module.
  • Use the switch buttons next to each field to toggle their visibility ON or OFF in different views such as the Add New Dialog form and  Detail view.
  • The respective field will be visible to the chosen view.

2. Edit and Delete:

  • Every customized field row has an edit and delete option.
  • To Edit, click on the edit option. A popup form will be displayed with prefilled values. 
  • Update the details and click on the Save button. The respective fields will be updated.
  • To Delete, click on the delete option. Confirm the deletion when prompted to delete the customized field.

Additional Tips

  1. Field Order:

    • You may also be able to reorder the fields by clicking on Reorder Button. A popup form displaying the added customized fields will be shown.
    • Drag and drop them into the desired sequence within the customization interface.

  2. Required Filed:

    • In Case wants to make the customized field mandatory in the add new dialog form. Switch the button ON,  given on each row of the respective field.

  3. Field Permissions:

    • Ensure that the right user roles have the necessary permissions to view or edit the custom fields. This can usually be configured in the user roles and permissions settings.

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