Views: 3659 (Data available since 06.02.2017)
Last Modified: 19.09.2017
In the forms for creating various CRM elements (leads, contacts, etc.), you see the standard fields which can be filled out or edited and contain the basic information concerning the element.
Since every company will need additional fields which are specific to its business, there is a simple system for adding custom fields.
The following data types are available for custom fields.
Now when a deal is added or edited, a link directly to the contract can be given (5.png), and when viewing the deal, the link to the contract is visible. The userís access permissions to the document itself will determine whether the link can be followed and whether the file can be edited.