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
To inactivate the custom field and then delete, follow the following steps:
Step 1: Select the deactivate from the three dots of the custom field you want to deactivate.
Step 2: Select the inactive tab from the top left corner and open the list of the inactive custom field.
Step 3: Click on the three dots of the custom field you want to delete.
A field is considered “active” if it contains information for any client.
To delete it, you must first remove all data stored in that field across all clients (clients for which the information is present)