How Can I Create Custom Data Field in Capsule CRM?

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You can easily create Custom Data Fields in Capsule CRM using our mapping User Interface.To proceed, follow these steps:

 

  1. Go to objects mapping page by clicking Change fields mapping

2. On the mapping page, click Unmapped Fields, choosing Advanced Mapping Mode.

  1. You will open a window where you can map fields that weren’t automated. On the target CRM side, click Add custom field: 

  1. Choose a field type on your target CRM from the dropdown list. The custom field will appear in the list of Capsule CRM so you can match it.

Please note that this option is available only for Accounts, Cases, Contacts, Opportunities.

  1. Set the desired field name and description, and  click Add custom field: 

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