Fields Configuration

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

  • Clients

  • Contacts

  • Tasks

  • Success plans

Configurable Fields

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

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 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

Field Options