How to Create Customize Fields in MeasureSquare CRM
In this article, we will cover how to create custom fields for different items in MeasureSquare CRM
This article applies to MeasureSquare CRM.
1. From the homepage, click on your profile in the top right corner then click on Settings.
2. To add/edit custom fields for any items, navigate to Custom Fields.
3. At the top, you can see all the different items in the CRM. To add a new field click on + Field under the item you wish to edit.
4. Create a name and select a field type, then click Save. Text fields allow you to input info into a text box. Single select and multi select give you a list of checkboxes to select from. Auto generate will create a number that increases every time a new item is added.
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