Sales
To add clients' custom fields
- Select “Clients” from the navigation menu.
- Select “Client Settings“.
- Click the card “Client Custom Fields“.
- Display a list of elements you can customize and add to the client profile.
- Drag and drop the required element into the “Drop Here” section.
- Customize and input the required details through the element’s widget.
- Note that the fields may vary according to the element selected.
- Properties
- Field Label: Input the name of the field.
- Instructions: Input instructions.
- Placeholder: Input the placeholder.
- Validation
- Select “Yes” or “No” according to your needs.
- Minimum length/ value: Input the minimum length/ value of the field.
- Maximum length/ value: Input the maximum length/ value of the field.
- Layout
- Field Size: Input the desired field size.
- Show in new line? Answer with Yes or No.
- Hide Field? Answer with Yes or No.
- Properties
- Click “Save”.
- Note that the fields may vary according to the element selected.
- Click the cross button to remove a field.
- Click the gear button to edit a field.
- Click the field and drag and drop it up or down to change its placement.
- Click “Save”.
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- Clicking “Save”, you will find the field(s) you customized in the Client’s Profile.
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