Fields Configuration

This functionality allows customizing the fields presented on screens and filters of the following modules:

• Clients

• Contacts

• Tasks

• Success plans

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.

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 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.