How to add New / Customize Meetings Form Fields?
This article covers the steps to be followed for updating the details of an existing meeting form fields or add new field
Prerequisites
- Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: "Update All"
- Product Plans: Elevate
- Activities to be Completed: None
Steps
Step 1: Navigate to CRM Settings > Dashboard > Customization > Meeting Form fields
Step 2: Click on “Add Field”
Step 3: Choose the field type as required under list of options given
Step 4: Click next > fill details I.e., “Display name” & Description
Step 5: You can choose to toggle with all or either of Filterable / Sortable / Required field options
Step 6: Click "Submit"
Step 7: Once the new custom field is added, it will reflect under "Other Details"
To Customize "Existing field" display name, click on required field update name & click on "Submit"
Notes:
- Toggle button system generated fields cannot be updated
- System generated fields cannot be disabled or mark inactive
- Only custom fields added can be deactivated by clicking on Deactivate button
- In order to update existing form field display name, click on required field to update name & click "Submit"
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