InsuredMine CRM | Optimize and Grow Your Insurance Agency

Custom Fields for Accounts

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 Fields

  • Add the custom data fields

  • Select the agents who can use the custom fields

  • Click Submit

  • Once updated you will get the message saying: Custom fields are updated successfully.

  • Navigate to the Table Column

  • Select the custom fields created

  • Click Save

The Selected Table Column will appear in the table view of Accounts

In case you want to edit the custom data, click on the Edit icon and make the necessary changes. Then click on update.

If you navigate to Account 360 of any contact and click to Edit the account, you will find the custom fields that you can edit. Once completed, click on Save.

You can also filter your accounts based on the custom fields that you have added.

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