Creating Custom Fields

1. To update custom fields, go to Settings:

2. Under the General Configuration Tab, go to Custom Fields and click Edit Fields.

3. You will then be shown 8 tabs in the Custom Fields page: Status, Details, Transactions, Activity Logs, List, Task/Cases, Products, Household Members, and Opportunity.

You can define specific text fields for your Details

You can define specific text fields for your Transactions

You can define Activity Log types (e.g. notes, phone log, etc)

You can define Case categories (e.g. meeting, presentation, updates, etc)

With the Products feature, you can set custom text fields and the number of pricing options per product

The Household Members tab contains field specific for household members of a contact record

With our Opportunity feature, you can create your own status and sub status