CUSTOM FIELDS

The Custom Fields page enables users to create, manage, and organize additional forecast fields, allowing flexibility in data entry and customization.

  1. Click on "Sales and Marketing".
  2. Click on "Custom Field" under "Forecast".

STEPS TO CREATE

  1. Click on "Add" button.

STEPS TO CREATE

This will open a new tab with a form that requires user input.

Custom Field form

CUSTOM FIELD FORM

  • Select Custom Group: Choose from the available custom groups.
  • Label Name: Enter the field label.
  • Type: Select the field type from the dropdown.
  • Max Length/List: Define the maximum length or provide a list of values.

Add: Click to add multiple custom fields.

Save: Click to save the selections.

CATEGORY VIEW OR SERACH

  1. View Created Custom Field: Users can view the details of the Custom Field they have created.
  2. Search a Particular Custom Field: Use the search bar to find specific Custom Field information.

Icons Overview

CUSTOM GROUPS ICONS

  1. Home: Click the home icon to return to the main page.
  2. Back: Click the back button to go back one step.