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How to Add a New Field in Custom Fields on Surplus Systems"

Enhance your data management by adding new fields to the custom fields section in Surplus Systems CRM. This article provides a step-by-step guide on how to expand your database fields to capture specific information relevant to your business operations, ensuring a more tailored and efficient CRM experience.

1. Start by selecting the 'Settings' option.

1 Firstly, click on "Settings".

2. Next, choose the 'Custom Fields' section.

2 Click on "Custom Fields".

3. Then, tap on the 'Add Field' button.

3 Click on "Add Field".

4. Afterwards, select the 'Single Line' button.

4 Click on "Single Line".

5. Proceed by clicking on 'Next'.

5 Click on "Next".

6. Provide a name for your custom field.

6 Then, click here.

7. After, choose object from the drop down field

7 Then, click on "Field Selected".

8. Continue by selecting one option under Group's drop down list

8 Once that's done, click on "Select".

9. Next, provide Prefill Value

9 Click on the element.

10. Next, fill in Placeholder Value

10 Next, click on "Name".

11. Then, click 'Additional preferences'.

11 After, click on "Additional preferences".

12. Provide a unique key for your custom field

12 Afterwards, click on the element.

13. Then write a description.

13 Click on the element.

14. Finally, click 'Save' to confirm.

14 Click on "Save".

15. Custom Field successfully added!

15 Click on "SURPLUS SYSTEMS DEMO -- Bloomington, MN".

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How to Add a New Field in Custom Fields on Surplus Systems" | SURPLUS SYSTEMS