Check out our practical guide to creating a custom field in your Centiva CRM, helping you improve data management within your CRM.
Step 1: Access Settings
To get started, log in to your Centiva CRM. Once logged in, navigate to the "Settings" section.
Step 2: Access Custom Fields
Scroll down the settings menu until you find the "Custom Fields" option. Click on it to manage the fields.
Step 3: Add a New Field
In the custom fields section, click on "Add Field." You will see a variety of field types available. Select the one that best suits your needs.
Step 4: Configure the Field
After selecting the field type, a preview will show you how the field will appear on the platform. Click "Next" to proceed to field configuration.
- Field Name: Give your field a name.
- Object: Choose where you want to apply this field. You can add it either to the contact record or the opportunity record.
- Group: Select the group where you want to place this field.
Step 5: Set Additional Preferences
You also have additional preferences available, such as configuring a unique key field that will be used as a reference for automations.
Step 6: Save and Review the Field
Once all configurations are complete, click "Save." Your custom field will be successfully added.
Step 7: Verify the Field Addition
To ensure your new field has been added, return to the relevant section.
Open a contact or opportunity record, and go to the group section you selected to check if the new field is present.
And that’s it! You now know how to create and use custom fields in your Centiva CRM to better manage your data and improve interactions with your contacts.