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Custom Fields Quick Tutorial Video:   Please click here to view a short video guide to setting up Custom Fields inside your CRM account: What types...

Top Tips for Setting up Custom Fields:  GOLDEN RULES - DO: 1. Plan your custom fields before you start to create them, think about what inform...

Please note: that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up cus...

Please note: that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up cus...

Please note that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up a cus...

Custom Field Radio buttons can be set up as shown in the example below - where one or other option is chosen:  The Radio button allows you to set o...

1. Hyperlinks within custom fields allows you to link one contact against another.   Whether it be a link to a person or organisation.   2. Exampl...

1. If you want to move a Custom Field up or down the sequence then you will need to go into Settings. 2. Then click on Global Settings. ...

WARNING If you plan to change the format of a Custom Field for instance from a text area to a drop down option or other format then please be aware that you...

Please be aware: that if you delete a Custom Field then this will erase any data that has been captured for a contact(s).  Also if a Custom Field is lin...