Add/Edit/Delete Custom Fields
If you require a field in OnePageCRM that does not exist by default, you can create an unlimited number of custom fields.
There are three types of Custom Fields in OnePageCRM: for Contacts, Organizations, and Deals.
In this article:
Add a Custom Field
1
Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → click + Add under either
Contact Fields
Organization Fields
Deal Fields
2
Add a Field name and select Field type for your new Custom Field → Click Save when done.
3
Select a Custom Field and simply 'drag and drop' it to re-order the list of custom fields.
The options for the Field Type Dropdown can be reordered by 'drag and drop' as well.
1
Click on the pencil icon to the right of the Custom Field you wish to edit.
2
In the Edit Custom field box → update the required details → Click Save.
1
Click on the bin icon to the right of the custom field you wish to delete.
2
In the warning message, click Delete to confirm the deletion of the custom field.
3
You have the option to restore a deleted Custom Field within 24 hours.
Click Undo delete.
