The Customize customer/employee fields page allows the user to customize the fields within the Employee and Customer Profiles. This page also allows you to make changes such as fields being mandatory or shown to existing fields.
Please note: First name, Last Name and one of the three: Email, Cell Phone or Work Phone are fields that cannot be turned off.
How do I create a custom field?
Go to Settings > Customize customer/employee fields
1. Click on the "+" icon
2. You will see a pop-up with the following information:
- Show in the lead form
- Input type (Textbox, Toggle, List)
3. Press 'Add' to proceed.