Create Custom Fields

Posted by Chirag Ahuja on Dec 1, 2014 2:00:00 AM

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Do you need to record unique sets of data against your clients, contacts, leads, jobs or suppliers? No problem - Workflowmax lets you create Custom Fields

Create any kind of field you need to collect data on - warranty expiry dates, credit agreements, even your client's favourite sports team! This video shows you how to create and edit any kind of custom field you want. Follow this up with our report builder video, which shows you how to get maximum output from these fields.

For further details, go to the Custom fields topic in the WorkflowMax help centre.

Topics: Clients and contacts

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