How to add custom fields in Contacts Module?
Kylas CRM provides the user the option to add custom fields in certain Modules, which is critical for his business. For example, for a company selling e-learning content for school students, it will be necessary to collect both students' and parent data. So in this scenario, the contact will be the parent who will be buying the product, and there can be a custom field that will store the names of the associated students.
This article covers the steps for creating a custom field under the entity Contact and also to edit an existing field.
Prerequisites
- Permissions: Any user with permission to create/edit custom fields.
- Product Plans: Explore and Elevate
- Activities to be Completed: None
Steps
Step 1
Click on the 'Contact Form Fields' option under the 'Customizations' tab in the admin dashboard. This will lead to the page displaying the list of fields under Contacts.
Step 2
Click on the 'Add' button on the top right corner of the page to open the New Custom Field form.
Step 3
Select the field type (eg: paragraph, number, etc.) and click on the 'Next' button.
Step 4
Insert the field name and check the characteristics (filterable, sortable, etc.) and click on the 'Save' button.
To edit the existing field click on the ellipses icon (3 dots) next to the field name in the fields list. This will lead the user to the screen in step 4, where he can edit the field details.
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