How to Create Custom Fields for an Entity in ATZ CRM

Created by shubham Kumar, Modified on Thu, 19 Jun at 2:11 PM by Armaan Malik

In ATZ CRM, you can create custom fields to store specific information relevant to your business needs. This allows you to tailor the CRM to better track and manage your data.

Creating Custom Fields

Step 1: Go to settings

Step 2: In data customization > Navigate to the Entity:

Go to the entity for which you want to create custom fields (e.g., "Contacts," "Candidate," "Job").

Step 3 : Access Custom Fields:

Locate the section for managing custom fields.

Step 4: Create a New Field:

Click on the "Add Field" button

Step 5: Fill the details

Name
Select category
Add description

Step 6 : Click on ADD the Field:

Click "Add" to create the new custom field.

Note:

Custom fields are specific to the entity they are created for.

Field Types you can create in ATZ CRM

Text	For single-line text input.
Long Text	For multi-line text input
Number	For numerical values.
Date	For dates
Dropdown	For selecting from a predefined list of options
Phone Number	For entering phone numbers
Multi-Select	For selecting multiple options from a list.
Email	For entering email addresses
File	For uploading files
Percentage	For entering values as percentages

For more detailed instructions or if you encounter any issues, please refer to the ATZ CRM support team.

I hope this helps! Let me know if you have any other questions.