Custom field groups allow you to systematize and group additional knowledge about your customers. Instead of creating a large number of special fields about, for example, individual products purchased by customers and their number, you can create a group, for example, "Orders", in which you will put all information related to sales. The created groups will appear on the customer's card, so the agent will be able to enter all the necessary data right away during the conversation.
From the Administration tab, select CRM → Custom field groups.
To add a new special field group, click the button.
Then enter a name for the group and confirm .
Adding fields for a group is possible by clicking the name of the custom field group.
To add a new custom field in a group, click .
Then enter a name for the custom field and select its type:
- Date,
- Large text,
- E-mail,
- Numeric,
- Link,
- List,
- Yes/No,
- Text (maximum number of characters: 100),
- Text with indexing - text that allows the text to list itself while searching, i.e. "prompting" for words while typing.
For a list type field, to add such an item, click the button and enter the name of the item.