Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
Admin can add, edit or delete the custom data fields in Accounts. To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Now you can add multiple texts in custom fields while adding or updating any contact. To view enhancement: Navigate to Contacts Click on 3 dots
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360