Sales
To add (a) custom field(s) to employees' profiles
- Select “Employees” from the navigation menu.
- Select “Settings“.
- Click “Employee Custom Fields“.
- You will view a list of elements you can customize and add into the employee 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 for to edit a field.
- Click the field and drag and drop it up or down to change its placement.
- Click “Save” to save all the custom fields you have created.