How to Add Custom Fields in Pest AI CRM

This guide will walk you through the process of creating and adding custom fields to your Pest AI CRM system, allowing you to tailor data entry processes to better fit your business's unique needs.

1. Locate and click on the 'Settings' option.

Log in to your Pest AI CRM account.
Navigate to the 'Settings' option from the main menu to open the settings dashboard

1 Click on "Settings".

2. Next, find and click on 'Custom Fields'.

Within the Settings menu, find and click on 'Custom Fields'. This section allows you to manage all the data fields across various forms in your CRM.

2 Click on "Custom Fields".

3. Scroll through and make a selection by clicking on 'All Fields'.

In the Custom Fields section, click on 'All Fields' to view a list of existing fields.

3 Click on "All Fields".

4. On the top right, click 'Add Field'.

Click on 'Add Field' located on the top right corner of the page to start the process of creating a new custom field.

4 Click on "Add Field".

5. Choose the type of custom field you'd want to add.

5 Click on "Number".

6. For this walkthrough, select the 'Number' field..

6 Upload

7. Once satisfied with your selection, click 'Next'.

7 Click on "Next".

8. Name your new custom field.

Enter a name for your new field in the space provided. This name will be used as the field label in forms and data views.

8 Once that's done, click on the element.

9. Next, choose an object from the provided drop-down list.

Choose an object from the provided drop-down list to define what type of data the field will relate to (e.g., Contacts, Opportunity).

9 Click on "Contact".

10. Click 'Group' to view more options. Scroll and pick a group from the drop-down list.

10 Click on "General Info".

11. Enter your desired placeholder text.

Enter your desired placeholder text. This text will appear in the field before any data is entered, serving as a hint or instruction for users.

11 Click here.

12. Also, provide a prefill value for your field.

Provide a prefill value if you want the field to automatically display a default number when a new record is created. This is optional but useful for standardizing data entries.

12 Next up, click on the element.

13. For additional preferences, click on the specified area.

For additional field preferences, click on the specified area to expand more setting options, such as visibility conditions or validation rules.

13 Click on "Field Selected".

14. Finalize your new custom field settings by clicking 'Save'.

Once all settings are configured to your satisfaction, finalize your custom field by clicking 'Save'. This action will add the new field to your CRM’s data structure.

14 After, click here.

Did this answer your question?

😞

😐

😁

How to Add Custom Fields in Pest AI CRM | Pest AI