CRM
Custom fields
Add your own fields (such as Zone, Router model or Installation date) to client records.
Who can use it
Administrators or managers with permission to manage custom fields. Where: CRM → Clients → Add custom fields.
The screen
A table of field groups with Group, Module, sub module, number of fields, Branch ("All branches" or one branch) and Status. Row actions: Edit, Status (switch on or off), Delete.
Below it, a form to create a group.
| Field | Meaning |
|---|---|
| Group name | A heading, for example "Installation details" |
| Label | The field's name |
| Data type | Text, Number, Date, Select, Email, Textarea, Phone, Radio, Checkbox, File, Image |
| Placeholder | Example text shown in the empty field (not for every type) |
| Options | For Select and Radio: the choices, added one by one |
| Default value | Used when nothing is entered |
| Is required | The record cannot be saved without it |
Use Add new field to add more fields to the same group.
Create a group of custom fields
- Open Clients → Add custom fields.
- Enter the group name "Installation details".
- Add a field: label "Zone", data type Select, options Mirpur, Uttara, Gulshan; tick Is required.
- Add another: label "Installed on", data type Date.
- Select Submit. The fields now appear on the client form, in the client import and in lead scoring rules.
Tips and FAQ
- Pick the data type carefully; changing it later affects existing values.
- Switching a group off hides the fields without deleting their values.
- My new field is not on the form. Check the group's Status is on and its branch matches your branch.