Field Level Customisation

Field Level Customisation

Field Level Customisation

  • Standard Fields
  • Custom Fields
  • Formula Fields
  • Special Fields

Field-level customisation enables organising the field requirements of any organisation. By default, the CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are displayed within each module settings. However, depending on the business requirement of the organisation, each module can have custom fields.

Standard Fields

By default, the CRM provides some standard fields in each module. These fields can be displayed or hidden as per the organisation's requirement. The mandatory fields cannot be edited or deleted.

Custom Fields

Besides the standard fields available in each module, the CRM allows adding more industry-specific custom fields according to the business process. You can add custom fields in all the modules.

Formula Fields

In the CRM, you can also create fields that can populate dynamically calculated data based on the values returned from other standard or custom fields.

Special Fields

The special fields are not common to all modules but are available to specific modules only. They are applicable only to particular modules depending on the purpose of their function.


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