How to Add and Edit Custom Fields in MeasureSquare CRM

in this video we will cover how to make changes to the text in the left hand column of Measuresquare CRM

How to Edit and customize existing Fields:

Step 1: Go to System Settings ⚙️

Step 2: Go to Custom Fields

Step 3: Hover the mouse over which existing fields that needs to editing and click on the pencil icon

After you click on the pencil icon, the Edit Field will pop up on the right side of the screen to make any changes/modifications, then Click Save.

Step 5: You may add additional fields by clicking the + Field button at the bottom of each column