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How to add additional company and contact fields

How to add additional fields in the Contacts module

Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional information in the ‘Details’ panel and configure the layout. Select ‘Click here’ to define as many data fields as you need within the ‘Details’ panel. 

In the new screen, use the drop-down list to decide on how many columns you need in the information panel. After you select a number of columns, click and drag the icons left or right to the change the width of the columns. Use the red icon to add new custom data fields within each column. Specify the Field Type and type in a name for Field Caption. The Field Type includes Textbox, Number, Date, Checkbox and Drop-down.

After you defined your data field click on ‘Save’. You can also remove or edit the caption. After you configured the data fields and layout, click ‘Back’ to view the changes to the contact record.

After you created the custom data fields, simply click ‘Edit’ in the company record to store information as needed then click ‘Save’.   

How to add custom fields in the Companies module

You can record additional information in the ‘Details’ panel and configure the layout. Select ‘Click here’ to define as many data fields as you need within the ‘Details’ panel. 

In the new screen, use the drop-down list to decide on how many columns you need in the information panel. After you select a number of columns, click and drag the icons left or right to the change the width of the columns. Use the red icon to add new custom data fields within each column. Specify the Field Type and type in a name for Field Caption. The Field Type includes Textbox, Number, Date, Checkbox and Dropdown.

After you defined your data field click on ‘Save’. You can also remove or edit the caption. After you configured the data fields and layout, click ‘Back’ to view the changes to the contact record.  

After you created the custom data fields, simply click Edit in the company record to store information as needed then click Save’.   

Updated on 7 September 2022

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