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How to add custom fields

Last updated: 1 September 2025 at 09:24:34 UTC by Administrator

The customisation fields can be easily added at each element.  

  • CONTACTS - additional fields can be added under customisation

  • MEMBERSHIP - ditto above

  • CUSTOMER SERVICE - under configuration you can add categories and adjust the titles of the stages of any workflow that is adopted

  • APPS and SETTINGS - under customisation you can edit and add custom fields and views.  EMAIL templates are also editable in this area

Follow the steps below to add and configure custom fields:


Step 1 — Navigate to Customization

Go to:

Users & Settings → Customization → Address Book

Step 2 — Add a New Custom Field

  1. Under the Notebook section, open the "Customer Fields" tab.
  2. Click “Add a Line”.
  3. Enter the Field Label and select the appropriate Field Type and Properties.

Note: Don’t forget to click “Save” to confirm your changes before proceeding to the next step.



Step 3 — Add the Field to the Desired View

⚠️ Important: Make sure you are in Edit Mode before proceeding.

  1. Go to the "Customize Screens" tab within the Notebook.
  2. From the list of available views, select the view where you want the new field to appear.
  3. Under "View Fields & Separators", click “Add a Line” and select your newly created field.
  4. You can drag and drop the field to adjust its position, or choose whether to place it in the left or right column depending on the view’s layout.

 


Portal Example 


Internal System Exemple