Every agency has a unique workflow and information-gathering process. Predefined form fields may not always be sufficient, which is why custom fields allow you to add sections tailored to your needs. These can be created for clients, applications, partners, and products.
Custom fields are organized into sections and appear under the Other Information tab on detail pages. They are also available in reports and lead forms. Additionally, you can filter reports using custom fields by enabling the "Show in list view" option. Fields can also be set as mandatory.
In Agentcis, you can create various types of custom fields:
Text
Number
Date
Dropdown
This flexibility ensures you capture all necessary data as part of your workflow.)
To Create a Custom field, follow the link: https://support.agentcis.com/en/articles/215-creating-custom-field
To Manage a Custom field, follow the link: https://support.agentcis.com/en/articles/216-managing-custom-fields
To Deactivate or Delete a Custom field, follow the link:
https://support.agentcis.com/en/articles/217-deactivating-and-deleting-the-custom-field