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How to add custom fields

Last updated: 12 December 2024 at 11:31:15 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

Please see the full guide here, on our central knowledgebase.