Adding Custom Field Elements to Contacts in Surplus Systems
Customize your contact management by adding custom field elements in Surplus Systems CRM. This guide details how to create and integrate custom fields tailored to your business needs, allowing for more personalized data collection and improved contact segmentation.
1. Click Settings
2. Next, click on "Custom Fields".
3. Click on "Add Field".
4. After, click on "Single Line". See sample preview in each slide on the side.
5. Next, click on "Multi Line".
6. Next, click on Text Box List
7. Click on "Number".
8. After that, click on "Phone".
9. After, click on "Monetary".
10. Click on "Drop down (Single)".
11. Click on "Dropdown (Multiple)".
12. Then, click on "Radio Select".
13. Click on "Checkbox".
14. Click on "Date Picker".
15. Then, click on "File Upload".
16. Lastly, click on "Signature".
Did this answer your question?
😞
😐
😁
Adding Custom Field Elements to Contacts in Surplus Systems | SURPLUS SYSTEMS
