Creating and Managing Custom Fields
Adapt Tesoro CRM to your specific business needs by creating custom fields for contacts, properties, and deals.
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Plan Before Adding Fields
Accessing Custom Fields
1
Navigate to Field Configuration
2
Select Object Type
Creating a Custom Field
1
Click 'New Field'
2
Select Field Type
3
Set Field Name and Label
4
Configure Options
5
Set Field Behavior
6
Save and Publish
Custom Field Limits
Managing Custom Fields
1
Edit Fields
2
Reorder Fields
3
Hide Fields
4
Delete Fields
Custom Field Best Practices
Practical Custom Field Examples
1
For Properties
2
For Contacts
3
For Deals
Be Careful When Changing Field Types
Frequently Asked Questions
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