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.