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Custom Fields

ver. 2.0

This article is for an Administrator only.

 

 

Kapta makes you feel right at home by providing flexibility to address the uniqueness of your organization.

 To get started click "Settings", select "Custom Fields". 

 Account

Click "Account".

All fields displayed underneath are custom fields.

Custom_Fields_01.png

Click "Add Account Custom Field" to create.

  • Name - mandatory field
  • Type - select the type from the dropdown

Click "Save". 

Custom_Fields_02.png

Once your "Account" custom fields are saved, these are displayed on the "More Info" tab when creating an account.

Custom_Fields_03.png

 

 

 

Contact

Click "Contact".

All fields displayed underneath are custom fields.

Custom_Fields_04.png

Click "Add Account Custom Field" to create.

  • Name - mandatory field
  • Type - select the type from the dropdown

Click "Save". 

Custom_Fields_05.png

 

Below is an example of a newly created customized field.

Custom_Fields_06.png

Once your "Contact" custom fields are saved, these are displayed on the "More Info" tab when adding a key player.

Custom_Fields_07.pngYou can now also do the same for Contract and Opportunities (If that feature is part of your package)

 

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