Page Comparison

Administrators can customise CRM by adding new tabs and fields to entity forms via Administration > CRM Customisations.

toc 

The available options are:

1. a new tab containing fields
2. a new tab containing a table
3. adding fields to an entity's tab.

What customisation means for CRM users

The screenshot below left is a standard screen (or form) for an account. It contains the three default tabs (account, contacts and activities). The image below right shows an account screen with three custom tabs added. Once the new tabs or fields have been added for, say, the entity type 'account', they will appear for all entities of that type.

Managing customisations

To view, add or delete custom tabs and fields go to Administration > CRM Customisations (as shown below).

Example - add a new tab containing fields

• Select New
• Name the customisation (a description is optional)
• Select the entity from the dropdown, i.e., account, activity, campaign, contact or lead)
• Select 'Tab of fields

Image Removed

Image Removed

• ' customisation type
• Select whether the customisation is editable. Note that once created, Entity and Type cannot be changed. Once created, field type cannot be changed.

Image Added

• The new tab will now appear for accounts, as shown below.

Image Added

Example - add new fields to an existing 'contacts' form

Image Removed

• Select New, name the customisation 'Social' and select the 'Contacts' entity 
• Select 'Fields on main tab' customisation type

Image Added

Watch video

Once created, the customisation Entity and Type cannot be changed. Wth fields, Once created, the field type cannot be changed.