Field Customization

Admin-managed custom fields — extended to every core CRM module, no per-module limit.

Customer Board

Employee Board

Lead Board

Vendor Board

Item Board

Opportunity Board NEW

Case Board NEW

Show on Customer Entry Form

Custom Fields — Customer Board

Order	Field Key	Display Name	Type	Show in List	Status
1	preferred_contact	Preferred Contact Method	Dropdown	Yes	Active
2	account_tier	Account Tier	Dropdown	Yes	Active
3	onboarding_date	Onboarding Date	Date	No	Active

Show on Employee Entry Form

Custom Fields — Employee Board

Order	Field Key	Display Name	Type	Show in List	Status
1	emergency_contact	Emergency Contact	Text	No	Active
2	badge_photo	Badge Photo	File Attachment	Yes	Active

Show on Lead Entry Form

Custom Fields — Lead Board

Order	Field Key	Display Name	Type	Show in List	Status
1	fleet_size	Fleet Size	Number	Yes	Active
2	referred_by	Referred By	Linked Record	Yes	Active

Show on Vendor Entry Form

Custom Fields — Vendor Board

Order	Field Key	Display Name	Type	Show in List	Status
1	w9_on_file	W-9 On File	Checkbox	Yes	Active

Show on Item Entry Form

Custom Fields — Item Board

Order	Field Key	Display Name	Type	Show in List	Status
1	warranty_months	Warranty (months)	Number	Yes	Active

Show on Opportunity Entry Form

No per-module field limit — add as many fields as the module actually needs.

Custom Fields — Opportunity Board

Order	Field Key	Display Name	Type	Show in List	Status
1	competitor	Competing Against	Text	Yes	Active
2	decision_date	Decision Date	Date	Yes	Active
3	proposal_file	Proposal Document	File Attachment	No	Active
4	primary_contact	Primary Contact	Linked Record	Yes	Active
5	budget_confirmed	Budget Confirmed	Checkbox	No	Active
6	renewal_type	Renewal Type	Dropdown	Yes	Active
7	contact_email	Alt. Contact Email	Email	No	Active
8	contact_phone	Alt. Contact Phone	Phone	No	Active
9	internal_notes	Internal Notes	Textarea	No	Active

TextTextareaNumberDateDropdownCheckboxEmailPhoneFile AttachmentLinked Record

Show on Case Entry Form

No per-module field limit — add as many fields as the module actually needs.

Custom Fields — Case Board

Order	Field Key	Display Name	Type	Show in List	Status
1	sla_due	SLA Due	Date	Yes	Active
2	escalated	Escalated	Checkbox	Yes	Active
3	related_opportunity	Related Opportunity	Linked Record	No	Active

You have 0	Memorized payable bills in Todays Date.	See details
You have 0	Memorized Invoices.	See details
You have 0	Memorized Estimations.	See details
You have 0	Memorized Purchase Orders.	See details
You have 0	Overdue Invoices in Todays Date.	See details
You have 0	Item in Reorder Point.	See details
You have 0	Service Billing in Todays Date.	See details