Fields Configuration
This functionality allows customizing the fields presented on screens and filters of the following modules:
Clients
Contacts
Tasks
Success plans
Configurable Fields
Fields customization can be in two ways:
Change the label of the standard fields;
Add new fields.
Field updates
Overwrite the standard label with your preference and it will be saved automatically.
Fields Updates
New fields
Click the "Add more" link to create a label and choose the type of field.
The types available are:
Text
Text are
Number
Date
Boolean
Multi Selector
Selector
Field Types
Field options
Each field can be configured according to these options:
Show: to display on the Clients screen;
Required: mandatory field;
Hide on Summary: the field is not shown on the attributes tab of the client.
Field Options