Data fields store information such as a company name, phone number, address, etc. In Legrand CRM, you can add additional data fields to store relevant information and specify the data field type and caption.
How to create a custom data field
Go to the administration settings and select Screen Settings > Configure Data Fields.
The Data Dictionary sorts Legrand CRM data fields by module. Use the drop-down field to select a module.
The data field control types include text, drop-down, link, date, number, and check-box. Scroll down to locate a data field type you would like to use.
Enter a caption for the data field in the ‘USER CAPTION’ column and click ‘SAVE’.
How to add a custom data field
Navigate to the module you selected when you created the custom data field.
NOTE: If you created a custom field for a form such as the ‘Tasks’ form, you do not need to follow these steps. The custom field should automatically appear.
Go to the administration settings and select Screen Settings > Screen Layout.
Select the tab where you would like to add the custom data field. Click ‘ADD FIELD’ and use the ‘Field Selection’ list to select the custom data field. Click ‘ADD’, then save and exit.
Once you add the custom field, you can edit and store any relevant information. Click here to find out how to populate data fields.