In Legrand Cloud CRM, you can add custom data fields to the Companies and Contacts module to store additional information.
NOTE: Custom fields for companies and contacts are separate. I.e. You can only use custom fields created in the Contacts module for contact information and those defined in the Companies module for company information.
Define Custom Data Fields
Go to the Companies or Contacts module and select any company or contact. Click ‘Show Detail…’ and select ‘Click here’.
Click on the (+) icon to add a new field. You can also use the tools to configure the screen layout, such as changing the number of columns and specifying the column and label width.
Select the type of field to add. You can choose a Textbox, Number, Date, Checkbox or Dropdown field.
Enter a caption for the field and click ‘Save’.
Click ‘Back’ to exit the configuration screen once you finish.
How to Populate Custom Data Fields
Go to the Companies or Contacts module where you defined the custom fields. Select a company or contact record and click ‘Edit’.
Enter information in the section below and click ‘Save’.