In this guide, we’ll explain what Shape Software CRM custom fields are and discuss how they can be used. Adding a custom field to your Shape Software CRM enables you to assign extra data to a record. In turn, this helps you gain specific information or features that may not be available in your template.
Enable the “Custom” workflow tab and add up to 20 custom fields to enhance your record information and user workflow.
Enable the Custom Tab via the “Manage Departments” page in your CRM system settings.
Get here by clicking on “Settings” in the gradient navigation bar and navigating to “Users & Permissions” on the left hand sidebar, or clicking the link below.
Note: Once the custom tab is enabled, it will appear within the departments and record types that it was configured to. Add custom fields (up to 20) and edit the name of the field directly from within the tab. Please note that custom fields are not supported in column customization or API and Marketing Source fields
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