How to use Custom Fields in CRM?

Store more information in your Client's CRM profile with Custom fields. All the content is only visible to you and the other Admins.

Any Custom Fields you add will be added to all your Clients.

Adding Custom Fields to Clients

First, click the gear icon on the General information inside the Client's CRM Profile.

Second, click on "Add new Custom Field".

Note: The added Custom Fields will be applied globally to all of your Clients.

Add the new Custom Field, and then hit "Save changes".

Editing Custom Fields

You can edit Custom Fields by clicking the edit icon as shown in the photo and clip below.

When you have more than one Custom Field, you can also change the position of every field that you made.

Note: Changes will take effect after clicking the blue “Save changes” button at the bottom of the dialogue box.

Deleting Custom Fields

You can delete Custom Fields by clicking the trash bin icon as show in the clip below.

Note: Changes will take effect after clicking the blue “Save changes” button at the bottom of the dialogue box.

Adding content to Custom Fields

After adding Custom Fields for your clients, you can now add content for every field that you created.

By clicking the pencil icon next to the field you created, you can add content to that specific field.

If you need any further support, please contact us at hello@upcoach.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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