Create Custom Fields

For those who prefer written guide

1. Go to the section Fields in the Administration Center. You need to have eWay-CRM account with administrator permissions to do so.

 

2. Select the module you want to create the field for.



 

3. Click Add a Field.



 

4. Choose the field type. Learn more about field types. Specify the field name (and, optionally, comment or other settings). Click Create Field.



 

5. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.



 

6. to see your new custom field on the item dialog, use Form Designer – see Create Custom Forms.