Custom Fields Configuration and Management

What are Custom Fields?

Custom Fields allow you to add additional, user-defined data fields to various modules within CRM LEAF. This enables you to tailor the system to your organisation’s unique data requirements.

Custom Fields Overview

Example

Module	Number of Fields
Employee	5
Client	2
Deal	1
Estimate	1
Invoice	1
Product	30

Add New Field

When adding a new custom field, you need to specify:

• Module: Select the module where the field will be added (e.g., Employee, Client).
• Field Label: Name the field (required).
• Is Required: Choose whether this field is mandatory (Yes/No).
• Field Type: Select the data type (text, number, date, dropdown, etc.).

Quick Actions – Custom Fields

Action	How To
View Existing Fields	Go to the Custom Fields section and select a module.
Add New Field	Click Add Field, fill in the details, and save.
Edit or Delete Fields	Select the field from the list to modify or remove.

FAQ – Custom Fields

Q: Can I make a custom field mandatory?
A: Yes, you can mark the field as required when creating or editing it.
Q: Which modules support custom fields?
A: Custom fields can be added to Employee, Client, Deal, Estimate, Invoice, and Product modules.
Q: Can I add dropdown or date fields?
A: Yes, various field types such as text, number, dropdown, and date are supported.