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
There are a couple of activities you can do to manage your custom fields.
Step 1: Click on the three dots icon.
Step 2: Select Edit option from the dropdown.
Step 3: Make the changes you want.
Step 4: Select the update tab once you complete.
