As every agency has its own application and workflow process. Predefined fields of form might not be enough to gather the required information. So, with the custom field you can add as many sections as your workflow requires. The custom field can be created for client, application, partners and products.
You can section the custom field as well. When you createcreated a custom fieldfields for any module, the field can be seen in the otherin other information tab in their detail page. You would also be able to view the custom fields in reports as well as while creating a lead form.
Furthermore, you can also filter your report using this custom field as well. You have to select the option “Show the custom field in the list view” to make the custom field appearapper in the filter. Likewise you can also make the custom field mandatory.The custom field created for the contact can be added in the lead form.
In Agentcis, you can create different types of custom fields that you can create. They are as follows:
1. Text -
2. Number -
3. Date -
4. Dropdown -